Project Forecast Template

Simplified Loader’s Project Forecasts Template is a fully integrated Spreadsheet with Oracle Fusion, which allows 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 Oracle Fusion PPM module can utilize Simplified Loader’s Excel Templates to download or to upload Project Forecasts from Excel to Oracle Fusion. Excel Template provides a feature-rich interface and allows to manage 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. For organizations using centralized Project Forecast creation processes, Simplified Loader Excel Template can be distributed to users who wish to create Project Forecast. 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 Simplified Loader Template to enter and validate data. Controls can be easily put in place to ensure that the Project Forecast requester is not able to upload any Project Forecast using the Excel Template. 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. 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 Forecast

Create Forecast enables uploading Project Forecast details by periods in a single click of a button. Forecast 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.

Related Topics - Project Forecast Template

1) Roles required for Forecast Template.

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