1. Defining and Managing Financial Projects
  2. Import Project and Task Transaction Controls

Import Project and Task Transaction Controls

The Import Project and Task Transaction Controls process imports the transaction controls from the interface table to Oracle Fusion Project Foundation.

You must define expenditure types, expenditure categories, and resources for which transaction controls are created before importing the transaction control data. If the projects and tasks for which you’re creating transaction controls don't exist in the application, you can create them using the Excel templates identified for importing projects, tasks, and transaction controls.

After you enter the transaction controls in the spreadsheet, you must load them to the PJC_TXN_CONTROLS_STAGE interface table and run this process. For more information on each interface table, see the File Based Data Import for Oracle Project Portfolio Management Cloud guide.

You can load data to interface tables using predefined templates and the Load Interface File for Import scheduled process, which are both part of the External Data Integration Services for Oracle Cloud feature. For more information, see the File Based Data Import guide for your cloud services.

From the navigator, select the Scheduled Processes menu and specify the process name, date, and time to run the Import Project and Task Transaction Controls process.

Parameters

From Project Number

Beginning project number in the range of projects provided for importing and processing project and task transaction controls.

To Project Number

End project number in the range of projects provided for importing and processing project and task transaction controls.

Report Success Details

Indicates to track successful projects, tasks, and transaction controls in the report.

Import Project and Task Transaction Controls Report

Submit the Import Project and Task Transaction Controls process. After the process is complete, review the output report for the successful project data and exceptions, if any. Review and resolve the issues and resubmit the process.

The Import Project and Task Transaction Controls process validates and creates the transaction controls in Oracle Fusion Project Management. If one transaction control for the project or task fails the import process, the entire data isn’t imported. The exceptions for the invalid data are tracked in the report. Review the errors and warnings.

  • The Report Summary section provides the number of projects, tasks, and transaction controls imported and rejected.

  • The Errors and Warnings section of the report tracks the issues. Review and fix the issues.

  • The Report Success Details section tracks the successfully imported data.

Error records in the interface table are removed. You must correct the errors in the source spreadsheet, generate CSV file, load it into the interface table, and resubmit the process.