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 Project Management Cloud module.

The Projects Module contains a growing list of Integrators. It currently performs the following:

Integrator	Tasks
Assets and Assignments	Create, Update and Delete Project Assets. Create and Delete Asset Assignments at Project and Task Levels.
Award Budgets	Create, Update, and Delete Award Budget Version Headers. Create and Delete Planning Resources. Create Plan Lines with Planning Period Amounts.
Bill Rate Overrides	Create, Download and Update Bill Rate Overrides.
Bill Plan Schedule Overrides	Create, Download and Update Bill Plan Schedule Overrides.
Budgets	Create, Update, and Delete Budget Version Headers. Create and Update Planning Resources. Create and Update Plan Lines with Planning Period Amounts.
Contract Actions	Submit Contract Actions like Amend and Close for Active contracts, and Revert for contracts under amendment.
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.
Cost Rate Overrides	Create, Download and Update Cost Rate Overrides.
Contracts	Create, Download and Update the Contract Header, Billing Controls, Party Contacts, Contract Lines, Bill Plans and Revenue Plans. Delete Contracts. Submit for Approval.
Events	Create, Download, Update and Delete Project Billing Events. Create and Update Events Additional Information (Descriptive Flexfields).
Financial Plan Resource Assignments	Create, Update, and Delete Resource Assignments against Financial Project Plan Tasks. Create and Update Planning Amounts and Plan Lines Descriptive Flexfields.
Financial Projects	Create and Update the Project Header. Create, Update and Delete Classifications, Team Members, Tasks, and Transaction Controls. Create Project Attachments. Create and Delete Customers and Provider Business Units.
Forecasts	Create, Update and Delete Forecast Version Headers. Create and Download Planning Options. Create and Update Planning Resources. Create and Update Plan Lines with Planning Period Amounts.
Non Labor Rates	Create, Download and Update Non Labor Rate Schedules. Create, Download and Update Non Labor Rates.
Job Rates	Create, Download and Update Job Rate Schedules. Create, Download and Update Job Rates.
Person Rates	Create, Download and Update Person Rate Schedules. Create, Download and Update Person Rates.
Planning RBS	Create and Update Resource Breakdown Structure assignments to a project. Create and Update Planning Resources against Resource Breakdown Structures assigned to a project.
Project Progress	Download Project Progress. Update Project Progress.
Project Templates	Create and Download Project Template Headers. Create, Download and Delete Classifications. Create, Download and Delete Tasks. Create and Download Task Transaction Controls. Create and Download Project Transaction Controls. Create and Download Quick Entries.
Revenue Plan Schedule Overrides	Create, Download and Update Revenue Plan Schedule Overrides.

Integrator

Tasks

Assets and Assignments

Create, Update and Delete Project Assets.
Create and Delete Asset Assignments at Project and Task Levels.

Award Budgets

Create, Update, and Delete Award Budget Version Headers.
Create and Delete Planning Resources.
Create Plan Lines with Planning Period Amounts.

Bill Rate Overrides

Create, Download and Update Bill Rate Overrides.

Bill Plan Schedule Overrides

Create, Download and Update Bill Plan Schedule Overrides.

Budgets

Create, Update, and Delete Budget Version Headers.
Create and Update Planning Resources.
Create and Update Plan Lines with Planning Period Amounts.

Contract Actions

Submit Contract Actions like Amend and Close for Active contracts, and Revert for contracts under amendment.

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.

Cost Rate Overrides

Create, Download and Update Cost Rate Overrides.

Contracts

Create, Download and Update the Contract Header, Billing Controls, Party Contacts, Contract Lines, Bill Plans and Revenue Plans.
Delete Contracts.
Submit for Approval.

Events

Create, Download, Update and Delete Project Billing Events.
Create and Update Events Additional Information (Descriptive Flexfields).

Financial Plan Resource Assignments

Create, Update, and Delete Resource Assignments against Financial Project Plan Tasks.
Create and Update Planning Amounts and Plan Lines Descriptive Flexfields.

Financial Projects

Create and Update the Project Header.
Create, Update and Delete Classifications, Team Members, Tasks, and Transaction Controls.
Create Project Attachments.
Create and Delete Customers and Provider Business Units.

Forecasts

Create, Update and Delete Forecast Version Headers.
Create and Download Planning Options.
Create and Update Planning Resources.
Create and Update Plan Lines with Planning Period Amounts.

Non Labor Rates

Create, Download and Update Non Labor Rate Schedules.
Create, Download and Update Non Labor Rates.

Job Rates

Create, Download and Update Job Rate Schedules.
Create, Download and Update Job Rates.

Person Rates

Create, Download and Update Person Rate Schedules.
Create, Download and Update Person Rates.

Planning RBS

Create and Update Resource Breakdown Structure assignments to a project.
Create and Update Planning Resources against Resource Breakdown Structures assigned to a project.

Project Progress

Download Project Progress.
Update Project Progress.

Project Templates

Create and Download Project Template Headers.
Create, Download and Delete Classifications.
Create, Download and Delete Tasks.
Create and Download Task Transaction Controls.
Create and Download Project Transaction Controls.
Create and Download Quick Entries.

Revenue Plan Schedule Overrides

Create, Download and Update Revenue Plan Schedule Overrides.

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 Project Management Cloud 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.