Create Project Templates

Become familiar with the current Integrator limitations. These will be resolved over time as Oracle improves the underlying web services and we add additional functionality to this product.

To create a project template, the ‘Header Upload Action’ column value must be Create or Create records. Create records causing all related child components to default to the same action, while Create will only create that section. Please refer to the Uploading section for more information on how to upload the Create action.

Project Plan Type

This column is mandatory on Create. It is required to create Tasks, therefore, the Integrator has made the column mandatory.

Project Templates Integrator supports the following child sections along with their corresponding Upload Actions.

Section Name	Upload Action
Section Name	Create	Update	Delete
Classifications	Yes	Yes	Yes
Team Members	Yes	Yes	Yes
Customers	Yes	No	No
Tasks	Yes	Yes	Yes
Task Transaction Controls	Yes	No	No
Project Transaction Controls	Yes	No	No
Quick Entries	Yes	No	No

Sections:

Download Existing Project Templates

Update Project Templates

Delete Project Templates

Limitations