Manage Overhead Rates in a Spreadsheet

You can manage the overhead rates using a Microsoft Excel spreadsheet. You can mass create and update the overhead rates by using the Oracle Application Development Framework Desktop Integration (ADFdi).

Before you start managing overhead rates in a spreadsheet, you must download and install ADFdi.

To download the overhead rates data:

  1. In the Cost Accounting work area, click the Manage Cost Scenarios task.

  2. Search for and open the required cost scenario.

  3. Select Manage Overhead Rates from the Actions menu.

  4. Click Manage in Spreadsheet to download the overhead rates spreadsheet.

  5. Select the Open with option to open the overhead rates Excel file.

  6. Click Yes to connect to the application.

  7. Login with your credentials and start working.

Here's how you manage the overhead rates in a spreadsheet:

  • To modify existing data, update the appropriate cells in each row that you want to update. You can search for existing overhead rates by using different parameters in the search panel of the spreadsheet.

  • To add new overhead rates, add rows in the worksheet and enter the values in the respective cells. Or, you can copy and paste existing populated rows into the worksheet and then modify the necessary cells.

When you update the information in a row, the Changed column of that row is automatically updated with a change indicator icon. The inactive cells are read only fields and aren't included in the upload process.

After you have updated the worksheet, click Upload to synchronize the data in Cost Accounting.