ERP Cloud Projects Module User Guide

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Welcome

 
Welcome to the More4apps ERP Cloud Toolbox Projects Module.
 
Through the use of our Microsoft Excel ERP Cloud Toolbox Add-in, More4apps offers a new Oracle Cloud solution, providing assistance with data creation, maintenance and cleansing of the Oracle ERP Cloud PPM module.
 
The Projects Module contains a growing list of Integrators that can currently perform the following:
 
Integrator
Tasks
Assets and Assignments
Create, Update and Delete Project Assets.
Create and Delete Asset Assignments at Project and Task Levels.
Budgets - Period-Phased
Create, Update, and Delete Budget Versions and Planning Resources. Create Plan Lines with Planning Period Amounts
Budgets - Non-Phased
Create, Update, and Delete Budget Versions and Planning Resources. Create and Update Plan Lines.
Costs
Create, Download and Delete Unprocessed Project Costs.
Download Processed Project Costs.
Use the Submit functionality to Import Costs.
Use the Refresh functionality to retrieve Import results to the sheet.
Cost Adjustments
Download Processed Project Costs.
Create Cost Adjustments for existing Costs.
Financial Projects
Create and Update the Project Header, Classifications, Team Members, Tasks, and Transaction Controls.
 
The Projects Module is an Excel user interface built to communicate with supported Oracle REST Web Services for the purpose of retrieving data from and uploading data to Oracle ERP Cloud. All standard features of Microsoft Excel are still available to the user and columns can be moved or deleted to suit user preference.
 
This document is written with the assumption the reader knows how to work within the PPM module of Oracle ERP Cloud from a functional point of view.  This document explains functionality up to and including the latest release.  Refer to the Release Notes to explain the differences between module releases.
 
This module is supported on Oracle Cloud 20a (11.13.19.02.0) onwards. If any issues are encountered or you have any enhancement suggestions, please do not hesitate to contact us here.