Update project cost or fund rules

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Update project cost or fund rules

Project cost or fund rules can be updated using this functionality.

The Update Project process runs in the background. Depending on the number of records and projects you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the complete date.

Some notes about updating rules

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Both active and inactive rules can be pushed.

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Rules are identified by the combination of rule name and the source.

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If the rule does not exist, it will be added.

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If a rule already exists with the same name and source, that rule will be updated. This includes the status: for example, if the rule being pushed is active, and the rule in the project is inactive, the system will update the existing rule and activate it.

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It is possible to have more than one rule with the same name and source in a project/shell or template. If two or more rules already exist with the same name and source as the rule being pushed, the update will not occur and will give an error.

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When the update process begins, the system will first attempt to validate each rule (equivalent to clicking the Validate button). This will occur whether the rule is active or inactive in the template. If the rule is validated successfully, the system will proceed with the update.

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If the rule fails validation, the rule will not be pushed. The attempt will be captured in the History.

To update rules using Update Project

Go to the Company Workspace tab and switch to Admin mode.

Click Templates > Projects (Standard) > All in the left Navigator. Open the project template to update.

In the Project Template, navigate to Cost Manager > Rules.

Select one or more rules from the log.

Click Update Projects and choose one of the following:

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Projects: allows you to choose which project(s) to update. You can use Find to search for specific projects to select from the complete list of projects. You can select as many projects as you want to update. The Page and Display fields display on the Project Update window, but are disabled in this case.

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All Projects: updates all projects

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History: allows you to view the update history from past updates or cancel a request before the update begins.

An Alert window opens, detailing the information that will be updated. Read the message carefully, as once a project is updated, this action cannot be undone.

Click Yes if you want to proceed with the update, or No to cancel.

Oracle Corporation