Quantas Classification Upload

Mass Updates and Loading of Oracle Project Classifications

Andy Fryafry@quantasconsulting.com1-401-321-2468

Introduction

• Andy Fry• Oracle Projects Consultant • Quantas Consulting• Over 17 years of consulting primarily in the Oracle Projects Suite• Various industries including:

• Utilities• Pipelines• Engineering & Construction• Oil and Gas• Professional Services

Who Should Be Interested

• Organizations that:• Use Oracle Projects• Use Project Classifications• Update Project Classifications on multiple projects • Add or Delete Project Classifications on multiple projects

High Level Benefits of this Tool

• Add, update or delete Project Classifications on multiple projects in mass• Upfront controls manage the upload of the data based on client

requirements• Error handling is easily identified• Audit trail provides the file of data that was used to add, update or

delete the Project Classifications

Business Benefit

• Save time with:• Mass uploading• Validating prior loads with the audit trail and error handling

• Streamlined approach allows users to spend less time updating the projects and more time analysing data• Time sensitive changes can be performed quickly and during the

timeframe required by the business• Provides better reporting and accounting (if Classifications drive auto

accounting)

Overview of Presentation

• Discuss the problem trying to be resolved• Discuss how the problem has been resolved• Terminology• Demonstrate and Discuss the Following Features:

• Controls on the Upload Project Classifications screen• New, Change and Delete Load Formats• Loading a Change Format• Load Statuses• Download a Loaded File• Download Results

• Questions & Contact Information

Problem

• Organizations occasionally need to mass update Project Classifications• No standard mechanism exists in Oracle Projects to perform this• Users are required to change the values on each project manually• This need can arise from:• Acquisitions• Restructuring• Correcting Errors• Reporting Requirements

Resolution

• A method exists to update Classifications on a project – Quantas Classification Upload• This tool can:• Load New Class Categories and Class Codes• Update Existing Class Codes• Delete Existing Class Categories and Class Codes

• Audit Reports show errors and stores loaded files• Controls are available to manage the upload of the Classifications• New, Changed or Deleted values can be tracked and recorded by

project by using the Quantas Classification Tracker tool (separate tool)

Terminology

• Classifications• The combination of Class Category and Class Code on a project in Oracle

Projects.

• Form • A screen in Oracle.

• PA• Oracle Projects

• Quantas Classification Tracker• A tool that tracks all changes to Class Categories and Class Codes on a project in

Oracle Projects.

Example

Upload Project Classifications

New Load

Delete Load

Change Load

Example of Changing a Value

Uploading a File

Value Changed

Updated Value

Summary

• Load New Classifications• Update Existing Classifications• Delete Existing Classification• Control features available for the upload process• Review the loaded file• Error handling features

Questions and Contact Information

• For any questions or information please contact:Andy Fryafry@quantasconsulting.com1-401-321-2468http://www.quantasconsulting.com

• For more articles including the Quantas Classification Tracker please visit:

http://www.quantasconsulting.com/articles

Quantas Classification Upload

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