Project Wizard

“The time benefits realized in the first upload of a national rollout program paid for the cost of the software. Not to count the 50 plus rollouts we have had since then. This has been a great firm to assist us over the past couple of years.”

7-Eleven, Inc.

“...The productivity savings we reap from a fully functioning Project Wizard is tremendous. Since we are in our busiest time of year with setting up thousands of projects, this means a lot to us...”

Best Buy

A close cousin to Budget Wizard, this program harnesses the ease of use of MS-Excel and the power of Oracle's AMG interface procedures to give you the ability to load projects into Oracle Financials Projects module with a mouse click.

Who can use this product?

Anyone with a need to create or update large numbers of projects whether it be during a conversion, changing Key Members, or an annual or regular upload of new projects.

Features

  • Install in minutes
  • Flexible, powerful and user friendly
  • Allows multiple sheets
  • Online error reporting

All options are available on a toolbar. Forms are provided allowing to retrieve lists of values.

 

Forms are:

  • Template
  • Project header
  • Classifications
  • Key Members
  • Tasks
  • Transaction Controls
  • SubProjects
  • Bill Rate Overrides
  • Project Assets
  • Asset Assignments
  • Descriptive Flexfields
  • Key Flexfields

Functions are:

  • Download
  • Upload Selected Projects
  • Upload All Projects on WorkSheet
  • Delete Project
  • Upload / Update mode option
  • Select Financial or Workplan Structure
  • Two different Task APIs to choose from
  • Upload Single, Selected, or All Tasks
  • Delete Selected Tasks, Transactions Controls, SubProjects, Bill Rate Overrides
  • Upload Single, Selected, or All Transaction Controls, SubProjects, Bill Rate Overrides
  • Upload Selected Asset
  • Upload All Assets for Selected Project
  • Upload All Assets on WorkSheet
  • Delete Project Asset
  • Upload Selected Asset Assignment
  • Upload All Asset Assignments for Selected Project
  • Upload All Asset Assignments on WorkSheet
  • Delete Asset Assignment

Trial version

Fully functional but limits uploads to one per login. The next time an upload is attempted you are required to log in again.