- Real-time integration via supported web services
- Intuitive user-focused forms to support data entry with Lists of Values
- Status Columns containing feedback from Oracle
- Powerful download facility
- All typical productivity features in Excel supported such as macros and formulas
- Ad-hoc changes are easily handled via the download – change – re-upload model supported by the spreadsheet
Financial Projects
- Create and update Financial Project information including the Project Header, Team Members, Classifications, Tasks, and Transaction Controls from Excel
- Perform mass updates to single or multiple projects
- Modify details such as end-dates as quickly as you can copy and paste
- Have greater visibility across the entire project with all sections visible in one place
Financial Plan Resource Assignments
- Download existing Resource Assignments
- Mass create, update, and delete resource assignments against Financial Project Plan Tasks
Costs
- Create and delete Unprocessed Project Costs
- Perform mass creation of transactions to be processed
- Download Unprocessed Project Costs
- Download Project Costs
- Submit the Import Costs process
- Use the Refresh functionality to update the status of the transactions on the sheet after running the Oracle Import Costs process
- Perform mass deletion of transactions that have been rejected by the Oracle Import Costs process
Cost Adjustments
- Download Project Costs
- Create adjustments for existing Project Costs
Assets and Assignments
- Create, update and delete Assets
- Create and delete Asset Assignments at Project or Task Levels
- Download Assets and Assignments belonging to a project
Budgets (Non-Phased)
- Create, download, and update Non-Phased Budget Versions, Planning Resources, and Plan Lines
- Delete Non-Phased Budget Versions and Planning Resources
- Baseline a Budget at the same time as creating it
Budgets (Period-Phased)
- Create, download, update, and delete period-phased Budget Version Header
- Create, download, and delete Planning Resources
- Create and download Plan Lines with Planning Amount Details
- Baseline a budget at the same time as creating it