Import Grants Personnel

Import grants personnel from third-party applications into the Awards work area by using the ImportGrantsPersonnel 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 ImportGrantsPersonnel Excel workbook template, see the File-Based Data Import for Oracle Project Portfolio Management guide.

To import grants personnel:

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

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

3. Navigate to the Scheduled Processes page.

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

5. Submit the Import Grants Personnel process to bring the grants personnel data into the Awards work area from the open interface tables.

Output Reports

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

• Import Grants Personnel Report: Lists the successfully imported grants personnel and the grants personnel that failed the validations.

• Import Grants Personnel Rejections: Provides details about the grants personnel 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 grants personnel successfully:

• Correct the errors in the Import Grants Personnel Rejections report.

• Generate CSV files for the corrected grants personnel.

• Upload the CSV files into the open interface tables.

• Submit the Import Grants Personnel process.