Project, Tasks, and Financial Plan Updates Using File-Based Data Import

Update existing project basic information, tasks, project budgets, award budgets, and project forecasts using File-Based Data Import, or FBDI. For example, extend task dates or resource assignments across multiple tasks at the same time and add new tasks and assignments for the project scope changes.

Import Projects

To update a project, enter the Project Name and the values to be updated in the corresponding columns. For example, to close completed projects in bulk, enter the project names in the Project Name column and Closed in the Project Status column. To update the Project Name, enter the project number in the Project Number column and the new project name in the Project Name column. Review the tips and considerations section for the complete list of fields that can updated using the Import Projects FBDI template.

Import Projects FBDI Template

Import Project Tasks

You can now modify task details or remove tasks using the Import Project Tasks FBDI template. For instance, you might want to extend task dates due to unforeseen circumstances. In such cases, enter Update as the processing mode and enter the project name, task name, and the new end date in the respective columns. To remove a task that’s no longer necessary, enter Delete as the processing mode and enter the project and task names.

Import Project Tasks FBDI Template

Import Project Budgets and Import Project Forecasts

You can now update a project budget or project forecast using the Import Project Budgets or Import Project Forecasts FBDI template. 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. In the case of a forecast version, the amounts entered during update operations are considered as the Estimate at Completion (EAC) amounts.

Import Project Budgets FBDI Template

NOTE: Only periodic and line-level updates are supported in the Import Project Budgets and Import Project Forecasts FBDIs. You can’t perform version-level updates, such as modifying the version name.

The business benefit is effort reduction as mass changes can be made to projects, tasks, budgets, and forecasts during the course of the project.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

• Download the latest import template from the File-Based Data Import (FBDI) for Project Management guide and review it. To prepare and import data using the template, follow the instructions in the Instructions and CSV Generation tab within the template.

• For better management, use only one action (Create, Update, or Delete) in a single spreadsheet upload.

• You can update only the following set of attributes in the Projects worksheet of the Import Projects template using the FBDI process. Watch for additional related FBDI enhancements, including support for updating Costing attributes and Project Classification Codes in the upcoming release updates.
  • Project Name
  • Source Application Code
  • Source Application Reference
  • View-Only Project Plan Access Code
  • Organization
  • Project Description
  • Project Manager Email
  • Project Manager Number
  • Project Manager Name
  • Project Start Date
  • Project Finish Date
  • Project Status
  • Priority Code
  • Service Type Code
  • Work Type
  • Limit to Transaction Controls
  • Enable Budgetary Controls
  • Burden Schedule
  • Burden Schedule Fixed Date
  • KPI Notifications Enabled
  • KPI Notifications Enabled for Project Manager
  • Include Notes in KPI Notifications
  • Descriptive Flexfields

Key Resources

• Related Help:
  • Import Projects in the File-Based Data Import (FBDI) for Project Management guide
  • Import Project Tasks in the File-Based Data Import (FBDI) for Project Management guide
  • Import Project Budgets in the File-Based Data Import (FBDI) for Project Management guide
  • Import Project Forecasts in the File-Based Data Import (FBDI) for Project Management guide
  • Based on Ideas 597314, 676216, 489647, 634853, and 684997 from the Project Management Idea Labs on Oracle Cloud Customer Connect.

Access Requirements

To use this feature, you need these privileges:

• Run Import Projects Process (PJF_RUN_IMPORT_PROJECT_PROCESS_PRIV) privilege to update the project attributes using FBDI.

• Run Import Project Tasks Process (PJF_RUN_IMPORT_PROJECT_TASK_PROCESS_PRIV) privilege to update the project task attributes using FBDI.

• Run Import Project Budgets Process (PJO_RUN_IMPORT_PROJECT_BUDGET_PROCESS_PRIV) privilege to update the project budget or forecast attributes using FBDI.

The Project Integration Specialist job role (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB) provides these privileges out of the box.