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.
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Section Name
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Available Upload Actions
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Create
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Create records
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Update
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Update records
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Delete
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Budget Versions
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Yes
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Yes
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Yes
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Yes
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Yes
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Planning Resources
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Yes
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Yes
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Yes
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Yes
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No
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Plan Lines
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Yes
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Yes
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Yes
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Yes
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No
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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.
Sections:
