The Feature

Sample DataLoad Templates for Oracle Projects

March 11, 2006 on 5:22 pm | by Marian Crkon | In How To Guides | Enter Comments |  Print |  Email

I was little harsh on DataLoad in my last DataLoad story so here is to redeem myself. I use DataLoad anytime I have to create or update more than 10 records. Usually, DataLoad is an excellent option when other options like Web ADI are not available, feasible or practical, and the volume of data to upload isn’t too big (under 1,000 records). Last week for example, we had to update a couple of attributes on 200 project tasks. The volume was too small to justify creating a custom script and use the Oracle API, and too big to do it manually. So the DataLoad came to the rescue!

Below are several sample DataLoad templates for Oracle Projects I used before with descriptions and navigation instructions. Note that these are only samples. You may need to modify the spreadsheets based on your application configuration. The blue columns represent DataLoad commands, the yellow columns is where you paste your data. Hope you will find the templates useful.

Create Project Roles

Create Project Roles used in project Key Member assignments.

Navigation: Project Billing Super User: Projects > Setup > Projects > Roles

Start Field: Name

DataLoad: Create Project Roles

Create Project Tasks

Use this DataLoad for creating a small volume of project tasks. I use it all the time when creating Project Templates. Use CREATE_TASK or UPDATE_TASK APIs with a custom script to create larger volumes of tasks.

Navigation: Project Billing Super User: Setup > Project Templates > Tasks

Start Field: Task Number

DataLoad: Create Project Tasks

Create Agreements

Navigation: Project Billing Super User: Billing > Agreements

Start Field: Customer Name

DataLoad: Create Agreements

Baseline Projects in Funding Inquiry

Note that you can baseline funding in the Funding Inquiry screen only if the Baseline Funding Without Budget option is enabled for your projects.

Navigation: Project Billing Super User: Billing > Funding Inquiry.

Start Field: Project

DataLoad: Baseline Project in Funding Inquiry

Create Labor Costing Overrides Define labor rate overrides by employee. These rates are used by the labor distribution process to calculate labor costs.

Navigation: Project Billing Super User: Setup > Costing > Labor > Labor Costing Overrides.

Start Field: Employee Name

DataLoad: Create Labor Costing Overrides

Create Transfer Price Schedules

Define the transfer price schedule lines for your cross-charge rules. Manually define schedule name and description, and start the DataLoad at Line Number field.

Navigation: Project Billing Super User: Setup > Costing > Cross-Charge > Transfer Price Schedules

Start Field: Line Number

DataLoad: Create Transfer Price Schedules

Create Non-Labor Rate Schedule

Define non-labor bill rates and markups used by the revenue and invoice generation processes in Oracle Project Billing. Manually define the schedule header, click on Non-Labor tab, and start at Expenditure Type field.

Navigation: Project Billing Super User: Setup > Expenditures > Rate Schedules

Start Field: Expenditure Type

DataLoad: Create Non-Labor Rate Schedule

Create Project Employee Bill Rate Overrides

Define project specific employee billing rate overrides used by the revenue and invoice generation processes in Oracle Project Billing.

Navigation: Project Billing Super User: Projects > Options > Bill Rates and Discount Overrides > Employee Bill Rate and Discount Overrides

Start Field: Employee Name

DataLoad: Create Project Employee Bill Rate Overrides

Create Project Lookup Set

Define project lookup sets used in AutoAccounting rules or Account Generator. Manually define lookup set Name, and start at the Intermediate Value field.

Navigation: Project Billing Super User: Projects > Setup > AutoAccounting > Lookup Sets

Start Field: Intermediate Value

DataLoad: Create Project Lookup Set

Update Project Lookup Set

Similar to the DataLoad above, but this one updates the existing lookup sets values.
Navigation: Project Billing Super User: Projects > Setup > AutoAccounting > Lookup Sets

Start Field: Intermediate Value

DataLoad: Update Project Lookup Set

Create Contingent Worker Expenses as Pre-Approved Batch

The preferred option for upload project transactions is the Transaction Import WebADI Integrator. However, as of the release 10.5.10, it does not distinguish between Person Types, and does not successfully upload Contingent Worker transactions.

Navigation: Project Billing Super User: Expenses > Pre-Approved Batches > Enter

Start Field: Employee Name

DataLoad: Create Contingent Worker Expenses as Pre-Approved Batch

Create Percent Complete Amounts

Navigation: Project Billing Super User: Project Status Inquiry > Percent Complete

Start Field: Project Number

DataLoad: Create Percent Complete Amounts

Visit DataLoad website for product information, free downloads, user guides and more sample spreadsheets.