Where Information Originates
You enter different types of information in either Oracle Projects or Microsoft Project and interface the data to the other application. The figure below illustrates the data flow in this integration. The following paragraphs provide more detail about which types of information originate in each application and their uses.
Figure 1 - 54.
Information flow between Microsoft Project and Oracle Projects
Microsoft Project to Oracle Projects
You enter the following information directly in Microsoft Project:
- Project and task definitions
When initially sending projects from Microsoft Project, you can set preferences to specify how task numbers and names will appear in Oracle Projects. Once your project has been created in Oracle Projects, you can maintain your project and task definitions in Microsoft Project and automatically update them in Oracle Projects You can even move a task within a project's task structure.
With this integration, you can enter budgeted quantities for project resources and calculate budget amounts based on the cost rates stored in Oracle Projects. You can rework your budget as necessary and baseline it from within Microsoft Project.
You can also use the latest actuals information to determine percent complete in Microsoft Project and export this information to Oracle Projects for additional project tracking purposes.
Oracle Projects to Microsoft Project
You enter the following information directly in Oracle Projects:
In Oracle Projects, you define project templates and types that define specific accounting rules for a project. When sending a project to Oracle Projects, you select a template to serve as the foundation for the new project. Oracle Projects automatically creates a project based on the information received from Microsoft Project. You can load default data into these templates to ensure that your new projects include all the information required by your company policies.
Oracle Projects also stores definitions of labor and non-labor resources and shares this information with Microsoft Project. By sharing resource definitions across your project planning and enterprise business systems, you ensure consistency of information for reporting and analysis throughout your company.
Oracle Projects acts as the central repository for all transaction costs. Once you have collected and distributed these costs, you can send the actual costs, by task or by resource, to Microsoft Project for progress tracking and graphical analysis.
