Import Financial Project Plans

Import financial project plans from third-party applications into the Oracle Project Control work area by using the Import Financial Project Plans Excel workbook template and running a few scheduled processes. The Excel template is part of the External Data Integration Services for Oracle Cloud feature.

For more information about the Import Financial Project Plans Excel workbook template or to download this template, see the File-Based Data Import (FBDI) for Project Management guide.

To import the financial project plans:

1. Prepare your data in the ImportFinancialProjectPlans macro-enabled Excel workbook template.

2. Click Generate CSV File in the template to create a comma-separated values file of awards.

3. Navigate to the Scheduled Processes page.

4. Submit the Load Interface File for Import process to load the financial plans data from your CSV file into the applications related open interface tables.

5. Submit the Import Financial Project Plans process to bring the data into the Project Control work area from the open interface tables.

Parameters for Load Interface File for Import Process

From Project Name

Beginning project name in a range of projects, from the PJO_PLAN_VERSIONS_XFACE table, provided for importing financial project plans versions.

To Project Name

Ending project name in a range of projects, from the PJO_PLAN_VERSIONS_XFACE table, provided for importing financial project plans versions.

Financial Project Plans Upload Error Report

Review the output reports and repeat the following steps until you import all the required financial project plans data successfully:

• Correct the errors in the Import Financial Project Plans Rejections report.

• Generate CSV files for the corrected financial project plans.

• Upload the CSV files into the open interface tables.

• Submit the Import Financial Project Plans process.