There are two ways to download existing Projects from Oracle using the Financial Projects Integrator. More information about downloading can be found here.
Download Scenario
Joe Bloggs is a Project Coordinator, and he needs to update the Project Status of all the projects that have ‘Amy Marlin’ as the ‘Project Manager’.
Use the Download Form with search criteria for Project Header and Team Members.
Project Header search criteria:
Team Members search criteria:
The search results will return all the Projects, that match the search criteria in the Download Form, with the status of ‘Approved’, Project Role of ‘Project Manager’ and Team Member Name of ‘Amy Marlin’.
Classifications can be used as a download filter as well.
