How Project Costs are Imported

Collect and import all types of project costs from Oracle Fusion and third-party applications. During this process you can validate transactions to reduce corrections and rework. Before you import the transactions, you can review the exceptions and correct the errors.

Settings That Affect Transactions Import

Setup options in the transaction document and document entry specify how cost transactions are imported and processed.

How Transactions Are Imported

You create, validate, and transfer the transactions to the Oracle Fusion Project Costing interface as specified in the following table.

Transactions Type	Creating Transactions	Validating Transactions	Importing Transactions
Oracle Fusion Project Costing Uncosted labor transactions Uncosted nonlabor transactions	Initially only in Excel templates. You can later edit or add transactions in the Manage Unreleased Costs page.	Validation is compulsory and is performed automatically during transaction entry.	Click the Export button in Excel spreadsheet to export, and optionally, process transactions.
Third-Party Application Uncosted labor transactions Uncosted nonlabor transactions Costed or accounted labor or nonlabor transactions	Web services, ADFdi Excel spreadsheets, or Oracle Cloud templates. You can also create transactions in the Manage Unprocessed Costs page.	If you're using the ADFdi Excel, optionally validate transactions during export. Validation is optional when you enter or export transactions but is always performed when you run the Import Costs process.	Methods to import: For ADFdi Excel, click the Export button on the Excel spreadsheet to export, and optionally, process transactions. Use web services to transfer transactions to the Oracle Fusion Project Costing interface. For Oracle Cloud, use the Load Interface File for Import process.
Other Oracle Fusion Applications	Source applications	Validation is compulsory. The Import Costs process revalidates the cost transactions that you import if the Revalidate during import option is enabled at the transaction source document level. This option is available for the following transaction sources: Oracle Fusion Payables Oracle Fusion Cost Management Oracle Fusion Time and Labor	Use the Import Costs process.

Transactions Type

Creating Transactions

Validating Transactions

Importing Transactions

Oracle Fusion Project Costing

Uncosted labor transactions
Uncosted nonlabor transactions

Initially only in Excel templates.

You can later edit or add transactions in the Manage Unreleased Costs page.

Validation is compulsory and is performed automatically during transaction entry.

Click the Export button in Excel spreadsheet to export, and optionally, process transactions.

Third-Party Application

Uncosted labor transactions
Uncosted nonlabor transactions
Costed or accounted labor or nonlabor transactions

Web services, ADFdi Excel spreadsheets, or Oracle Cloud templates.

You can also create transactions in the Manage Unprocessed Costs page.

If you're using the ADFdi Excel, optionally validate transactions during export.

Validation is optional when you enter or export transactions but is always performed when you run the Import Costs process.

Methods to import:

For ADFdi Excel, click the Export button on the Excel spreadsheet to export, and optionally, process transactions.
Use web services to transfer transactions to the Oracle Fusion Project Costing interface.
For Oracle Cloud, use the Load Interface File for Import process.

Other Oracle Fusion Applications

Source applications

Validation is compulsory.

The Import Costs process revalidates the cost transactions that you import if the Revalidate during import option is enabled at the transaction source document level. This option is available for the following transaction sources:

Oracle Fusion Payables
Oracle Fusion Cost Management
Oracle Fusion Time and Labor

Use the Import Costs process.

All transactions are validated but at different points, for example, transaction entry, transfer, or processing. If you're exporting transactions from ADFdi Excel spreadsheets, you can release the transactions directly from the spreadsheet by selecting the Process Costs option. Costs are submitted for the Import Costs process avoiding the need to do it from the application.

The Process Costs option isn't available in the Excel template, when you have separate duties for entering and releasing expenditure batches. You can review the expenditure batches in the Manage Unreleased Costs page and submit them for processing.

After you import the transactions, the application tracks transactions with errors including the details for the cause of the error and the action to be taken to fix the error. The successful transactions are ready for cost processing.