Project Budget Template

Simplified Loader’s Project Budgets Template is a fully integrated Spreadsheet with Oracle Fusion, which allows download and upload of Project Budget. The main highlight of the Project Budget Template is that the periods are formatted by columns, instead of by rows.

Users of Oracle Fusion PPM module can utilize Simplified Loader’s Excel Templates to download or to upload Project Budgets from Excel to Oracle Fusion. Excel Template provides a feature-rich interface and allows to manage all information required for Project Budget creation from within the Spreadsheet. Excel Template provides a list of values for fields like Financial Plan. The Template offers full support to download Budget Data by Financial Plan Type or Plan Name.

Project Budget Template is best suited for centralized Project Budget creation process or Data Migration. For organizations using centralized Project Budget creation process, Simplified Loader Excel Templates can be distributed to users who wish to create Project Budget. 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 Budget details. The person providing input details can utilize the offline features of Simplified Loader Template to enter and validate data. Controls can be easily put in place to ensure that the Project Budget requester is not able to upload any Project Budget using the Excel Template. When a centralized Budget creation team receives data, they use the same file (without a need to copy-paste data from one Excel file to another) to upload Budgets from Excel to Oracle Fusion.

Oracle provides FBDI and ADFdi sheet to upload Budget data. In comparison with ADFdi, Simplified loader Templates enable loading data for multiple projects in a single click of a button. Simplified Loader Templates are 95% more convenient in terms of 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 Budget

Create Budget enables uploading Project Budget details by periods in a single click of a button. Budget data can be uploaded at Project level or Tasks level. Based on the Financial plan settings, you can upload data in Quantity, Raw Cost, Burdened Cost, and/or Revenue fields.

Get using Project and Plan Type

Get data by Plan Type, allows to download Budget details by Project and Plan Type. Using this functionality is not limited to using a single Project and Plan Type, you can download Budget for multiple projects. This functionality downloads the baselined version of Financial Plan.

Get using Plan Name

Get data by Plan Name, downloads Budget version details across all Project matching Plan Name. This functionality downloads the baselined version of Financial Plan.

Period Setup

To use Simplified Loader’s Budget Template, you first need to configure Periods in the About and DataSheet. Using Period Setup functionality, within a minute you can set up Periods in DataSheet and About sheet.

Related Topics - Budget Template

1) Roles required for Budget Template.

The user must have Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB) role to upload transactions.