Simplified Loader’s Project Forecasts Template is a fully integrated Spreadsheet with Oracle Fusion, allowing download and upload of Project Forecast. The main highlight of the Project Forecast Template is that the periods are formatted by columns instead of by rows.
Users of the Oracle Fusion PPM module can utilize Simplified Loader’s Excel Templates to download or upload Project Forecasts from Excel to Oracle Fusion. Excel Template provides a feature-rich interface and allows management of all information required for Project Forecast creation from within the Spreadsheet. Excel Template provides a list of values for fields like Financial Plan.
Project Forecast Template is best suited for centralized Project Forecast creation process or Data Migration. Simplified Loader Excel Template can be distributed to users who wish to create Project Forecast for organizations using centralized Project Forecast creation processes. The portable nature of Simplified Loader Excel sheets makes it possible to distribute the file to any user (inside or outside your organization) who wishes to supply Project Forecast details. The person providing input details can utilize the offline features of the Simplified Loader Template to enter and validate data. When a centralized Forecast creation team receives data, they use the same file (without a need to copy-paste data from one Excel file to another) to upload Forecasts from Excel to Oracle Fusion.
Oracle provides FBDI and ADFdi sheet to upload Forecast data. Compared with ADFdi, Simplified loader Templates enable loading data for multiple projects with a single click of a button. Simplified Loader Templates are 95% more convenient in downloading ADFdi Template per Project, organizing data in Excel, steps involved in data upload, and resolving errors. Please review a detailed comparison with FBDI and ADFdi Template here.
Create Forecast enables uploading Project Forecast details by periods in a single click of a button. Forecast data can be uploaded at the Project level or Tasks level. Based on the Financial plan settings, you can upload data in Quantity, Raw Cost, Burdened Cost, or Revenue fields.
1) Roles or privileges required for Project Forecast Template.
The user must have Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB) role to upload transactions.