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Update Project and Task Progress for Oracle EBS Projects in a single MS-Excel Worksheet using Project Partners UI-Apps

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Project Partners UI-Apps provides a single MS-Excel Worksheet that provides a full view of your Project WBS with scheduled dates and the current percent complete entry, enabling Project Managers to make updates to forecast start and completion dates and latest percent completes and save all the information back to Oracle. This worksheet also provides a detailed Gannt Chart view of your task schedule and progress as it is entered.

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Page 1: Update Project and Task Progress for Oracle EBS Projects in a single MS-Excel Worksheet using Project Partners UI-Apps

Copyright © Project Partners, LLC

Manage Project and Task Progress

Hidden Gems

Page 2: Update Project and Task Progress for Oracle EBS Projects in a single MS-Excel Worksheet using Project Partners UI-Apps

Copyright © Project Partners, LLC

Project & Task Progress

Project & Task progress comprised of Percent Completion Forecast Start and End Dates

Need ability to see entire WBS and existing progress values

Need ability to get a visual view of progress against Gantt

UI-Apps Task Progress provides one worksheet to Review Current Values Update percent complete and forecast task dates Review progress updates in a Gantt Chart view

Page 3: Update Project and Task Progress for Oracle EBS Projects in a single MS-Excel Worksheet using Project Partners UI-Apps

Copyright © Project Partners, LLC

Three Steps – with UI-Apps

Step 1: Query current progress data

Step 2: Update Percent Complete and forecast dates

Step 3: Review updates and save

UI-Apps offers easier approach in one MS-Excel Worksheet

Page 4: Update Project and Task Progress for Oracle EBS Projects in a single MS-Excel Worksheet using Project Partners UI-Apps

Copyright © Project Partners, LLC

Step 1: Task Progress Worksheet

Schedule Dates

Gantt View

Forecast Dates

Page 5: Update Project and Task Progress for Oracle EBS Projects in a single MS-Excel Worksheet using Project Partners UI-Apps

Copyright © Project Partners, LLC

Step 2: Update Progress

Gantt View Updated Real-Time

- Update Forecast Dates

- Dates roll up the WBS Automatically

Update Task % Completes

Page 6: Update Project and Task Progress for Oracle EBS Projects in a single MS-Excel Worksheet using Project Partners UI-Apps

Copyright © Project Partners, LLC

Step 3: Save and Review Progress Rollup

Gantt view shows current progress

Click Update to save

Save your updates to see % Complete rollups up the WBS.

Updated and Rolled-Up % Complete

Page 7: Update Project and Task Progress for Oracle EBS Projects in a single MS-Excel Worksheet using Project Partners UI-Apps

Copyright © Project Partners, LLC

Manage Project and Task Progress

Update Percent Complete and Forecast Dates for all Tasks in one place

Get a rolled up view of saved percent completes and a Gantt View

Stay tuned for more Hidden Gems from Project Partners

Page 8: Update Project and Task Progress for Oracle EBS Projects in a single MS-Excel Worksheet using Project Partners UI-Apps

Copyright © Project Partners, LLC

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

Page 9: Update Project and Task Progress for Oracle EBS Projects in a single MS-Excel Worksheet using Project Partners UI-Apps

9Copyright © Project Partners, LLC

For more information:

Phone: 650.712.6200email: [email protected]

www.projectp.com