Welcome to Budget Wizard.
We have developed this tool in response to demand from Oracle Projects users for a better way to load project budgets. It is compatible with all versions of Oracle E-Business Suite from R11i and all versions of Excel from Excel 2000.
Features
All options are available on a toolbar. Double clicking in the spreadsheet also loads the relevant forms.
You can download and upload any type of Revenue and Cost Budget or Plan Type.
You can download actual costs as well as budgets.
You can choose not to baseline your budgets and leave them in draft status.
You can choose to replace an existing budget entirely, or replace or append new values (period phased budget types only)
There are four data entry forms available allowing you to select Budget Header, Project, Budget Detail, and Period information from the database. A fifth form contains query options for the download function.
You can upload a single project budget, or your entire worksheet. By highlighting a range of data, you can upload the budgets in a section of your worksheet.
The program is flexible about the spreadsheet layout. You can move or delete unwanted columns. You can also have multiple sheets.
You may have multiple lines accumulating together, allowing you to document the build-up of your budget.
There are three methods for presenting Resources on the worksheet, allowing you to choose the method most appropriate for your organization.
It can (optionally) adjust your funding for the Approved Revenue Budget or pop-up a form to select funds from multiple agreements.
If you encounter any problems or have any suggestions, please do not hesitate to contact us at http://www.more4apps.com/request-technical-assistance/.
Trial Version
The trial version of this program only allows you to upload budgets for project templates. This is to allow you to fully test and evaluate the program’s functionality, but only on a limited sample of data. Project Templates are identical to real projects for all budgeting purposes.
The download feature is not constrained in the trial version at all. Happy Budgeting!!