Quickly Create your Oracle EBS Projects Budgets in MS-Excel using Project Partners UI-Apps
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Copyright © Project Partners, LLC Easy Budget Creation with UI-Apps Hidden Gems
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You can now rapidly create your project budgets for Oracle EBS Projects in MS-Excel. This is not WebADI, but full featured MS-Excel templates that are integrated to Oracle by XML over HTTP. Full Project WBS, All Resource, Rates and Periods are available directly in the worksheet for easy updates include spreading amounts using spread curves that you define.
Transcript of Quickly Create your Oracle EBS Projects Budgets in MS-Excel using Project Partners UI-Apps
Copyright © Project Partners, LLC
Easy Budget Creation with UI-Apps
Hidden Gems
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Creating Project Budgets in UI-Apps
See all financial tasks
Easily add new tasks, insert resources for budgeting
Quickly add amounts and see their effect as they roll up to the project level
Easily see amounts summarized by resource
Compare total budget with original and baseline
UI-Apps offers easier approach in one MS-Excel Worksheet
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Seven Steps – with UI-Apps
Step 1: See all financial tasks
Step 2: Add tasks as needed
Step 3: Choose tasks/resources to budget against
Step 4: Add amounts as needed
Step 5: See amounts roll-up in real time
Step 6: See total amounts grouped by resource
Step 7: Compare total budget amount with Original and Baselined budgets
UI-Apps offers easier approach in one MS-Excel Worksheet
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Step 1: See All Financial TasksOne worksheet displays all financial tasks
Financial Tasks and Dates Resource Details Quantities and Amounts
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Step 2: Add Tasks as Needed
Task Maintenance: Add new, indent, outdent, manage dates a. Click Add Task to add new tasks b. Click indent or outdent c. Change dates
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Step 3: Choose Tasks to Budget Against
Add resources to tasks for budgeting
a. Click Add Resource b. Choose Resource Format c. Select Resource
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Step 4: Add Amounts
Amounts are calculated automatically when quantities are input for rate-based resources a. Enter Quantity b. Amounts are automatically calculated from rates in Oracle
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Step 5: Real-Time Roll-up
Amounts roll up to higher tasks and project in real time
As new resources are added, amounts automatically roll up to higher tasks and project levels
New Resource Amounts
New Rollup Totals
New Resource
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Step 6: Resource Summary
See amounts grouped by resource Resource Summary Table
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Step 7: Compare Budget Totals
Compare working budget totals with Original and Baseline
Compare Budget Amounts
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Easy Budget Creation with UI-Apps
Use the flexibility of financial plans in Oracle Projects to effectively plan your project
Quickly and Easily create and update your budgets with one MS-Excel worksheet using UI-Apps
Stay tuned for more Hidden Gems from Project Partners
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A series of videos describing unique features of Project Partners UI-Apps which add significant functionality to Oracle Projects
See them all on the Project Partners YouTube Channel
http://www.youtube.com/user/ProjectPartnersLLC
UI-Apps Hidden Gems
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For more information:
Phone: 650.712.6200email: [email protected]
www.projectp.com
