The EnterpriseTrack plug-in for Microsoft® Office Excel must be installed before you import the project data. This has to be done only once per client machine.
- Navigate to the Project Import/Export page by selecting Project Module Menu (Project #) > Go To > Import/Export, or clicking the Import/Export link within the context of a project.
- Click the Download EnterpriseTrack(TM) plug-in for Microsoft® Office Excel link and save the file to your local drive.
- Run the .exe file. This will install the plug-in on your machine. When you launch MS Excel, you will see an Oracle Instantis EnterpriseTrack addition to the Tools menu.