1. Defining and Managing Financial Projects
  2. Import Project Budgets

Import Project Budgets

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

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

You can also update a project budget using the Import Project Budgets file-based data import process. For example, to adjust the budget in anticipation of cost overruns, enter Update as the processing mode and enter the plan line details including the Plan Version Number and the new amounts in the respective columns.

Note: Only periodic and line-level updates are supported. You can’t perform version-level updates, such as modifying the version name.

To import the project budgets:

  1. Prepare your data in the ImportProjectBudgets 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 budgets data from your CSV file into the applications related open interface tables.

  5. Submit the Import Project Budgets 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 project budget versions.

To Project Name

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

Project Budgets Upload Error Report

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

  • Correct the errors in the Import Project Budgets Rejections report.

  • Generate CSV files for the corrected budgets.

  • Upload the CSV files into the open interface tables.

  • Submit the Import Project Budgets process.