Import Project Enterprise Resources

The Import Project Enterprise Resources process creates resources based on data from third-party applications that you load into the Project Enterprise Resource Interface table (PJT_PRJ_ENT_RES_INTERFACE).

The Import Project Enterprise Resources process:

• Validates and creates project enterprise labor or expense resources in Project Management based on the data that you load into the interface table

• Creates user accounts for labor resources

• Assigns default project roles to labor resources

• Reports process exceptions for invalid resources in an output report

To import resources:

1. Prepare data for loading and importing by using the Project Enterprise Resources Import Template or Project Enterprise Expense Resources Import Template macro-enabled Excel workbooks.

2. Click Generate CSV File in the templates to create worksheets to load to the interface table.

   Optionally bypass the Excel templates and manually create CSV files.

3. From the Scheduled Processes page, run the Load Interface File for Import process followed by the Import Project Enterprise Resources process.

For more information about file-based data import, see the File Based Data Import for Oracle Project Portfolio Management Cloud guide.

Import Project Enterprise Resources Execution Report

The Import Project Enterprise Resources Execution Report summarizes the number of successful transactions and errors encountered when you imported the resources. If the report has error messages, then:

1. Review the error message details for each resource and fix the issues.

2. Load the data that you fixed in the CSV file into the interface table again.

3. Resubmit the Import Project Enterprise Resources process.