Project Wizard

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Worksheet Layout

 
The worksheet is divided into sections.  The section headings can be found in Row 8 of the worksheet.
 
Note – Consolidated Billing Group cell color will turn orange when a download, upload or open form is invoked, and if that field does not exist in the Oracle instance that is used to log in to the Wizard.  The column Consolidated Billing Group does not exist in Oracle versions below 12.2.4 and will be colored orange.
 
 
Each section corresponds to information held about a Project in Oracle Projects, relevant to the template selected.  The first few columns of each section are ‘Status’ columns, these are used to track the progress of the records as they upload into Oracle Projects and report any error or warning messages.
 
Project Wizard contains the following sections:
 
     Template
     Upload Results
     Project Header
     Classifications
     Key Members
     Customers
     Tasks
     Transaction Controls
     Billing Assignments
     Billing Overrides
     Cost Codes
     Program Links
     Planning Resources
     Asset Assignments
     Assets
     Deliverables
     Deliverable Actions
 
Information for one Project may be over several rows within the worksheet.  The Project Header information will be on the first row.  Then each section will start on the first row and continue down for as many rows as required.
 
Example of a Project that has seven Tasks:
 
 
You can see that this project and related information will take up seven rows on the worksheet (assuming no other section has more than this number of records).  A Project with only one Task will take up one row on the worksheet, again assuming no other section has more than this number of records.
 
Refer to section: