1. Implementing Project Execution Management
  2. Import Resource Pools and Memberships Process

Import Resource Pools and Memberships Process

The Import Resource Pools and Memberships process creates resource pools and resource pool memberships based on data from third-party applications that you load into the resource pools and resource pool memberships interface tables (PJR_RESOURCE_POOLS_INT and PJR_RESOURCE_POOL_MEMBERS_INT).

Once in the interface tables, the resource pool and resource pool membership details are validated and processed by the Import Resource Pools and Memberships process and any exceptions are reported in the output of that process.

Use the Resource Pools Interface macro-enabled Excel workbook template to prepare data for loading and importing, and ensure that your data conforms to the structure and format of the target application database tables. The workbook contains the following worksheets:

  • Instructions and CSV Generation: Table-specific instructions, guidelines, formatted spreadsheets, and recommendations for preparing the data file for upload.

  • PJR_RES_POOL_CREATE: Worksheet columns that represent table fields for the resource pool names, owners, parent resource pools, and additional remarks.

  • PJR_RES_POOL_MEMBERS_CREATE: Worksheet columns that represent table fields for resource pool names, resources to add the resource pools, and the dates that the resources will be members of their assigned pools.

Note: Resource pools that you add members to on the PJR_RES_POOL_MEMBERS_CREATE worksheet must already exist.

After you prepare the data in the Resource Pools Interface Excel template, click the Generate CSV File button in the template to create worksheets to load to the interface tables. Optionally you can bypass the Excel template and manually create CSV files.

Load data into the interface tables and application database tables using one of these two methods:

  • Run the Load Interface File and Import Resource Pools and Memberships job set to transfer the data file from your specified location to the interface table and import resource pool data from the interface into the database tables.

  • Run the Load Interface File for Import process followed by the Import Resource Pools and Memberships process to separate the load and import steps.

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

Run the load and import processes from the Scheduled Processes Overview page.

Parameters - Load Interface File for Import

Import Process

Select Import Resource Pools and Memberships.

Data File

Select the CSV file that contains resource pool and resource pool membership data to load.

Import Resource Pools and Memberships Execution Report

The Import Resource Pools and Memberships Execution report summarizes the number of processed, accepted, and rejected items encountered when you imported the resource pools and resource pool memberships. The report contains details for all requests that generated errors during the import process.

Review the error message details for each resource pool and fix the issues. Load the data that you fixed in the CSV file into the interface table again and resubmit the Import Resource Pools and Resource Pool Memberships process.

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