1. Using Project Execution Management
  2. Import Resource Actual Hours

Import Resource Actual Hours

The Import Resource Actual Hours job imports actual hours into the Resource Actual Hours Interface table (PJR_ACTUAL_HOURS_INTERFACE) based on data from Project Costing or from another source using a spreadsheet.

Once in the interface table, the actual hours are validated and processed by the Import Resource Actual Hours job. Any exceptions are described in the Import Resource Actual Hours Execution report.

Run the load and import jobs from the Scheduled Processes Overview page.

Using the Spreadsheet

Note: This section explains how to prepare data if you import data from a spreadsheet instead of Project Costing.

Use the Resource Actual Hours Interface macro-enabled Excel workbook template to prepare data for loading and importing, and ensure that your data conforms to the structure and format of the target application database tables. The workbook contains the following worksheets:

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

  • PJR_ACTUAL_HOURS_INTERFACE: Worksheet columns that represent table fields for:

    • Work and utilization dates

    • Details about the resource, project, and task

    • Actual hours worked category

    • Eligibility indicators for utilization and billing

    • Indicator for adjustment entry

    • Transaction references

    • Comments

After you prepare the data in the Resource Actual Hours Interface Excel template, click the Generate CSV File button in the template to create worksheets to load to the interface table. Optionally you can bypass the Excel template and manually create the CSV file.

Importing Resource Actual Hours and Updating Utilization

You can update resource utilization data after importing actual hours from the Resource Actual Hours Excel template or Project Costing. The actual hours import source for your enterprise comes from the option selected on the Manage Project Resource Management Implementation Options page in the Setup and Maintenance work area.

Spreadsheet Import

If you import hours from a spreadsheet, you create resource actual hours from the Import Resource Actual Hours file-based data import XLSM template. After preparing the data in the template and generating the CSV file, you import the hours and update utilization data. The following table lists the methods and jobs or job set names to import resource actual hours and update resource utilization data.

Method

Job or Job Set Names

Submit jobs

  1. Load Interface File for Import

  2. Import Resource Actual Hours

  3. Update Resource Utilization Data

Submit job set

Import Resource Actual Hours and Update Utilization Data

For more information about file-based data import, see the File Based Data Import for Oracle Project Portfolio Management Cloud guide.

Project Costing

If you import actual hours from Project Costing, then the actual hours from the Costs work area are used to calculate resource utilization. The following table lists the methods and jobs or job set names to import resource actual hours and update resource utilization data.

Method

Job or Job Set Names

Submit jobs

  1. Import Resource Actual Hours

  2. Update Resource Utilization Data

Submit job set

Import Resource Actual Hours and Update Utilization

Tip: You can maintain current hours for utilization reporting by scheduling the job set to run on a regular basis.

Parameters - Load Interface File for Import

Note: The parameters for this process depend on the Actual Hours Source selected on the Manage Resource Management Implementation Options page. If the source is Project Costing, then no parameters exist as the job loads the data directly from Project Costing. If the source is Spreadsheet import, then you must select values for the Import Process and Data File parameters.

Import Process

Select Import Resource Actual Hours.

Data File

Select the file that contains resource actual hours data to load.

Parameters - Import Resource Actual Hours

Actual Hours Worked Category

Select the type of activity that’s represented by the actual hours worked. Examples are Project Work, Paid Time Off, Training, and Other. The default value is All Categories.

Resource

Select the project enterprise labor resource who reported the actual hours worked.

Project

Select the project for which the project enterprise labor resource reported actual hours worked.

Actual Hours Worked Through Date

Enter the date through which the project enterprise labor resource worked.

Import Resource Actual Hours Execution Report

The Import Resource Actual Hours Execution report summarizes the number of processed, accepted, and rejected items encountered when you imported resource actual hours. The report contains details for all actual hours that generated errors during the import process.

Review the error message details for the actual hours and fix the issues. Load the data that you fixed in the CSV file into the interface table again and resubmit the Import Resource Actual Hours job.

Note: After importing actual hours, the the Update Resource Utilization Data job is automatically launched to summarize actual utilization that appears on the Resource Manager Dashboard.

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