The Budgets Integrator can be used to view, create, update and delete project budgets that are non-phased and period-phased in Project Portfolio Management module. The Budgets Integrator loads data to Oracle Cloud using the supported Oracle ERP Cloud REST Web Services.
The Integrator cannot be used to set Planning Options when creating a new budget.
The following sections exist in the Budgets integrator:
· Budget Versions: Contains the header details of a Budget.
· Planning Resources: Task and Resources to be included in the Budget.
· Plan Lines: Currency and plan line amounts to be entered into the Budget.
Section Name
Available Upload Actions
Create
Create records
Update
Update records
Delete
Budget Versions
Yes
Yes
Yes
Yes
Yes
Planning Resources
Yes
Yes
Yes
Yes
No
Plan Lines
Yes
Yes
Yes
Yes
No
The following Secondary Actions exist on the sheet where if you specify a ‘Yes’ value, the integrator will upload the action:
· Baseline: Submit the Budget Version for baseline
Navigate to the sections below for instructions on how to use the integrator.
