Project Quick Entry

You can configure quick entry fields while defining a project template. Oracle Fusion Project Portfolio Management prompts you to enter information in quick entry fields when you create new projects from the template.

Quick Entry Fields

Select quick entry fields for project information that you want to enter (instead of accepting the template default) each time you create a project. The following table describes the quick entry fields on a project template.

Name

Description

Field Name

The field to display in the Project Details when creating a new project.

Specification

Enter a specification for the following fields:

  • Classification

    • Select the class category to use for the classification.

  • Team Member

    • Select the project role to use for the team member.

Prompt

Text for a field that appears only in the Project Details while you're creating a new project. The prompt field name isn't displayed after you create the project.

For example, if you want to add a quick entry field for the project start date, update the prompt that appears during project creation to Enter the project start date. However the field in the project for all other pages will remain as Project Start Date.

Required

Choose whether you want to require entry for the field.

Note: The Legal Entity, Organization, Project Name, and Project Number fields are required on all projects, and can't be optional quick entry fields.

The following table describes limitations for quick entry fields.

Field Name

Quick Entry Maximum

Classification

20

Partner organization

5

Project customer

5

Supplier organization

5

Team member

15

You can allow entry of more than one team member per role for all roles except Project Manager. You can enter only one project manager for a project.

After creating the project, you can add further values to the fields in the project.