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

Project Wizard allows you to create and update large numbers of projects, whether during a conversion, changing key members, or an annual or regular upload of new projects.  This program is very easy to use, and is designed to assist in loading records that come from spreadsheets or other sources.  Just about anything can be loaded into Excel, then formatted and loaded using this product.

Benefits

  • Increases productivity and accuracy
  • Fast, easy to use and flexible
  • Harnesses the full power of Microsoft Excel to make Project data entry tasks a breeze
  • Configures itself to your system set up
  • Easy to customize
  • Cuts down data entry time
  • Eliminates re-keying errors
  • Lets you automate project preparation
  • Robust integration between Excel and Oracle
  • Close to zero implementation effort

Features

  • Can update existing or create new projects and associated information
  • Optional Data Entry Forms available for: Selection of Template, Project Header, Classifications, Key Members, Tasks, Transaction Controls, Sub Projects, Bill Rate Overrides, Assets and Asset Assignments
  • All forms include data validation and full list of values capability
  • Can set up projects based on project templates
  • Select Financial or Workplan structures
  • Options for loading records are: load one, a range, selection for a project or all records on worksheet
  • Submit Import from the spreadsheet and refresh the spreadsheet to view the result
  • Can delete or modify and re-upload corrected records
  • Can use formulas in place of values
  • Messages are returned to the worksheet
  • Users can download existing projects and their associated information to Excel for reporting or updating and reloading into Oracle Projects.

    • This program uses AMG (Activity Management Gateway), an open interface to Oracle Projects.  Installation can be performed in minutes by your DBA. 

    Runs on any version of Microsoft Excel, on any operating system.  Connects to Oracle e-Business Suite R11i onwards, on any platform.