Create Batch for Mass Update
You can use the following two methods, alone or in combination, to create a mass update batch:
- Generate lines for the batch based on selection criteria you enter.
- Enter each project and task.
To generate a mass update batch based on selection criteria:
1. Navigate to the Mass Update Batches window.
2. Enter a Batch Name, Description, and Effective Date for the batch.
4. Choose Generate Detail Lines to generate the mass update batch lines.
To generate a mass update batch by entering each project and task:
1. Navigate to the Mass Update Batches window.
2. Enter a Batch Name, Description, and Effective Date for the batch.
3. To enter batch lines in the Batch Lines window, choose Details.
4. For each batch line, enter a Project Name, Task Name (optional), New Value (new organization to be assigned), and Effective Date, and indicate whether the item should be marked for recalculation. See: Batch Lines Window Reference.
See Also
Mass Update Batches Window Reference
Organizations in Oracle Projects
Organizations Overview
Mass Update Batches Window Reference
Batch Name. Enter a unique name for the Mass Update Batch.
Description. Enter a unique, descriptive name for this batch.
Status. This field displays the status of the batch. It can have the following values:
- Working. The batch can be modified.
- Submitted. The batch has been submitted for update. You cannot change the batch.
- Rejected. The update process has rejected the batch. You can modify the batch to correct the errors, and resubmit the batch.
- Completed. All projects and tasks were updated successfully. You cannot modify the batch.
- Processing. The batch is currently being processed. You cannot modify the batch.
Attribute. The project and/or task attribute that you want to update. Currently, this field defaults to Organization and cannot be modified.
Effective Date. The date you enter in this field is used for two purposes:
- The date used to select expenditure items for recalculation
- The date when the batch will be eligible for processing
Rejection Reason. The reason that the batch was rejected. Following are the possible rejection reasons:
- At least one detail line was rejected for this batch.
- Batch is not ready for processing due to the effective date.
- The batch is not in Submitted status.
Processed By. This field displays the name of the employee who last submitted the batch for update.
Processed Date. The date when the batch was last processed.
Descriptive Flexfield. Standard descriptive flexfield.
Generate Detail Lines Region
From Project. You can generate lines for a single project or a group of projects, depending on the criteria you enter:
- Project Name. A single project will be selected.
- Managed By Organization. All projects owned by the organization you enter will be selected.
Task. You can narrow the selection by entering task criteria:
- All. All of the tasks for selected projects will be selected.
- None. No tasks will be selected.
- Same Organization. Tasks owned by the same organization entered under Managed By Organization will be selected.
New Organization. The new organization that will be assigned during the update process. This field is required for processing a mass update batch.
Mark for Recalculation. If this check box is checked, the selected transactions will be marked for recalculation.
Buttons
Submit. Changes the status of the batch from Working to Submitted. When a batch is in Submitted status, you cannot modify it. You cannot submit a batch unless it contains at least one detail line.
Rework. Returns a submitted batch to Working status.
Update. Runs the Batch Process for Mass Update online. This button is active only if the status of the batch is Submitted.
Details. Displays the Batch Lines window.
Generate Detail Lines. Generates the mass update batch detail lines based on the criteria specified in the Generate Detail Lines region.
Batch Lines Window Reference
The Batch Lines window displays all the detail lines for the batch. Use this window to enter new detail lines, or to modify them after you have entered them or after you have automatically generated them.
If your batch has been rejected, you can use this window to view the rejection reason for each rejected line. You can then correct the data or uncheck the Update check box.
Project Name. The name of the project for which you want to update the organization. Each detail line in the batch must be a unique project/task combination.
Task Name. The name of the task for which you want to update the organization. If you want to update the organization on the project, leave this field blank.
Old Value. This field displays the current organization that owns the project or task.
New Value. The new organization you want to assign to the project or task.
Effective Date. The effective date of the line. This value will default to the Effective Date you entered for the batch. You can override the default value.
Update. This check box indicates if a line will be processed when you run the update process for the batch. You can update this check box only if you have the security to update the specified project.
Mark for Recalculation. This check box indicates if the expenditure lines associated with the project or task will be marked for recalculation. You can update this check box only if you have the security to mark expenditure items for cost and revenue recalculation. See: Function Security in Oracle Projects.
Rejected. This check box is checked if the line was rejected during the latest update process.
Rejection Reason. For rejected lines, the reason the current line was rejected during the last update process.
