1. Defining and Managing Financial Projects
  2. Import Projects

Import Projects

You can create projects, tasks, transaction controls, project team members, and other project details or import them from third-party applications, using the Projects Interface macro-enabled Excel workbook template and running a few scheduled processes.

For more information on the Import Projects Excel workbook template, see the File-Based Data Import for PPM guide.

You can also update a project using the Import Projects file-based data import process. 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. Similarly, to update the project name, enter the project number in the Project Number column and the new project name in the Project Name column.

In the Projects worksheet, you can update only the following attributes:

  • 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

The Excel template consists of the following worksheets:

  • Instructions and CSV Generation: Table-specific instructions, guidelines, formatted spreadsheets, and recommendations for preparing the data file for upload.

  • Projects: Project details such as project name, project number, source template number, organization, and legal entity.

  • Tasks: Project task details such as project name, task name, task number, task description, parent task number, planning start date, and planning end date.

  • Transaction Controls: Project and task transaction control details such as transaction control reference, project name, task number, task name, and expenditure category.

  • Project Team Members: Project team member details such as project name, team member number, team member name, project role, start date, and end data.

  • Project Classifications: Project classification details such as project name, class category, class code, and code percentage.

  • Project Expense Resources: Project expense resource details such as project name, resource name, and expense planned amount.

  • Task Resources: Task resource details such as project name, task number and name, resource type, primary resource, and various expense resource amounts.

  • Task Dependencies: Task dependency details such as project name, task number and name, predecessor task number and name, and dependency type.

  • Team Member Progress: Team member progress details such as project name, task number and name, actual start and end dates, and effort in hours.

  • Project Codes: Project code details such as project name and project attribute value sets.

  • Task Codes: Task code details such as project name, task number and name, and task attribute value sets.

To import the projects:

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

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

  3. Navigate to the File Import and Export page.

  4. Click Upload from the Actions menu.

  5. In the Upload File window, browse for the CSV file with your projects data.

  6. Select the Oracle WebCenter Content Management account to upload the file.

  7. Click Save and Close.

  8. Navigate to the Scheduled Processes page.

  9. Submit the Load Interface File for Import process to load the projects data from your CSV file into the applications related open interface table.

  10. Submit the Import Projects process to bring the data into the PPM Cloud application from the open interface table.

Parameters for Load Interface File for Import Process

From Project Name

Beginning project name in the range of projects provided for importing and processing project data.

To Project Name

End project name in the range of projects provided for importing and processing project data.

Tip: If you want to include all projects, leave the From Project Name and To Project Name parameters blank.

Report Success Details

Option to display in the output report the projects, tasks, transaction controls, project team members, project classifications, project expense resources, task resources, task dependencies, team member progress, project codes, and task codes that were successfully imported or created.

Output Reports

The process generates a file named Import Projects.pdf. In case the process results in errors, the application also generates an additional output file named Import Projects Rejections.xls

The PDF report displays the processing errors, warnings, and exceptions encountered during the import process. If you want to display all the projects, tasks, transaction controls, project team members, project classifications, project expense resources, task resources, task dependencies, team member progress, project codes, and task code that were successfully imported, select Yes from the Report Success Details list in the Process Details window. Fix the issues in your data, reload the updated data to the interface tables, and resubmit the Import Projects process.

The Excel sheet lists only failed records and includes detailed error messages for each row. Use the Excel sheet to correct the errors and generate the CSV files again. Resubmit the process until all rows are imported.

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