1. Using Project Performance Reporting
  2. Import Project Key Performance Indicators

Import Project Key Performance Indicators

Import KPIs for project templates and projects that are enabled for financial management into Oracle Fusion Cloud Project Management by using the Import Project Key Performance Indicators file-based data import feature.

You can also use the Excel template to update KPI assignments to project templates and projects that are enabled for financial management. For example, if you no longer want to see the values of certain KPIs for a project, then you can disable those KPIs for that project.

The Excel template is part of the External Data Integration Services for Oracle Cloud feature. To download the Project Key Performance Indicators Interface Excel workbook template, see the File-Based Data Import (FBDI) for Project Management guide.

To attach or disable KPIs for project templates or projects:

  1. Prepare your data in the Project Key Performance Indicators Interface macro-enabled Excel workbook template.

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

  3. Navigate to the Scheduled Processes page.

  4. Click Schedule New Process, select Load Interface File for Import from the Name drop-down list, select Import Project Key Performance Indicators from the Import Process drop-down list, upload the data file, and click Submit.

Output Report

After the Import Project Key Performance Indicators process is complete, the Import Project Key Performance Indicators: Generate Report process runs automatically and creates the Import Project Key Performance Indicators Report. This output report details:

  • The number of KPIs and projects that were processed, attached successfully, and not attached. Also, lists the KPIs and projects that weren't attached.

  • The errors due to which the records weren't processed. Correct these errors in the same output report and re-upload it.

Review the output report and repeat the following steps until all rows are imported successfully and the KPIs are attached to the project templates or projects:

  1. Correct the errors in the Import Project Key Performance Indicators Report output report.

  2. Generate CSV files.

  3. Submit the Load Interface File for Import process.