1. Using Project Execution Management
  2. Import Project Resource Requests Process

Import Project Resource Requests Process

The Import Project Resource Requests process creates project resource requests based on data from third-party applications that you load into the Project Resource Requests Interface tables (PJR_RES_REQ_INTERFACE and PJR_RES_REQ_DETAILS_INTERFACE).

Once in the interface tables, the request details are validated and processed by the Import Project Resource Requests process and any exceptions are reported in the output of that process.

Use the Project Resource Request 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_RES_REQ_INTERFACE: Worksheet columns that represent table fields for requested dates, project, calendar, project role, and rates, details about the resource, requester, and staffing owner, and additional remarks.

  • PJR_RES_REQ_DETAILS_INTERFACE: Worksheet columns that represent table fields for project resource request qualification and proficiency data.

    Note: The qualifications and proficiency can be in addition to, or instead of, the project role default qualifications.

After you prepare the data in the Project Resource Request Interface Excel template, click the Generate CSV File button in the template to create worksheets to load to the interface tables. Optionally you can bypass the Excel template and manually create CSV files.

Load data into the interface tables and application database tables using one of these two methods:

  • Run the Load Interface File and Import Project Resource Requests job set to transfer the data file from your specified location to the interface table and import resource request data from the interface into the database tables.

  • Run the Load Interface File for Import process followed by the Import Project Resource Requests process to separate the load and import steps.

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

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

Parameters - Load Interface File for Import

Import Process

Select Import Project Resource Requests.

Data File

Select the file that contains project resource request data to load.

Parameters - Import Project Resource Requests Process

Project Resource Requests to Import

Specify whether the import process imports all requests, requests with projects, or requests without projects. The default value is All Requests.

Project

Select the project for which a resource is requested.

Request Staffing Owner

Select the project enterprise labor resource responsible for finding a resource to fulfill the request.

Import Project Resource Requests Execution Report

The Import Project Resource Requests Execution report summarizes the number of processed, accepted, and rejected items encountered when you imported the project resource requests. The report contains details for all requests that generated errors during the import process.

Review the error message details for each project resource request and fix the issues. Load the data that you fixed in the CSV file into the interface table again and resubmit the Import Project Resource Requests process.

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