1. Implementing Project Financial Management and Grants Management
  2. Import Funding Sources

Import Funding Sources

Import sponsors and funding sources from third-party applications into the Awards work area by using the ImportFundingSources macro-enabled 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 on the ImportFundingSources Excel workbook template, see the File-Based Data Import for Oracle Project Portfolio Management guide.

To import sponsors and funding sources:

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

  2. Click Generate CSV File in the template to create a comma-separated values file of sponsors and funding sources.

  3. Navigate to the Scheduled Processes page.

  4. Submit the Load Interface File for Import process to load the sponsors and funding sources from your CSV file into the applications related open interface tables.

  5. Submit the Import Funding Sources process to bring the sponsors and funding sources into the Awards work area from the open interface tables.

Output Reports

After the Import Funding Sources process is complete, the Import Funding Sources: Generate Reports process automatically runs and creates the following output reports:

  • Import Funding Sources Report: Lists the successfully imported sponsors and funding sources and the sponsors and funding sources that failed the validations.

  • Import Funding Sources Rejections: Provides details about the sponsors and funding sources that failed the validations. The application generates this report only if the process results in errors.

Review the output reports and repeat the following steps until you import all the required sponsors and funding sources successfully:

  • Correct the errors in the Import Funding Sources Rejections report.

  • Generate CSV files for the corrected sponsors and funding sources.

  • Upload the CSV files into the open interface tables.

  • Submit the Import Funding Sources process.