More4apps Projects and Budgets Wizard were adopted by Presidio users when they were cutting over entire projects data to a new set of books. Historically they used Excel templates as a starting point for their first-cut project plan with different templates covering capital, sponsored and operating projects. After capital was approval, users would enter them manually into the standard Oracle forms.
More4apps Wizards liberated them from those cumbersome HTML forms. They were instead able to copy data from their Excel worksheets, into the WIzards’ templates which integrated directly with EBS through well-supported, standard Oracle interfaces. The Presidio Excel templates could now be straightaway adapted into the More4apps Wizards’ layout and uploaded into Oracle EBS with easy validated-upload functionality.
The tools not only saw them through this short-term task but has ever since been their aide in speeding up their Projects and Budgets annual entry. They have also been helpful for ongoing data maintenance via the familiar comfort of excel spreadsheets.
And in October the fiscal year budget process has been transformed! No longer a labor-intensive 2 weeks’ task for about 4 people it is reduced to a 2-days job for 2 people ensuring the Projects and Budgets rolling for the fiscal year on time every year.