PA Project Asset Upload

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Description

PA Project Asset Upload creates and updates the project assets of an Oracle Projects capital project from Excel, and adds or removes their asset-to-task assignments, using the standard Oracle Projects public API. It downloads the existing Estimated and As-Built assets of one project for editing and maintains the project asset records, and assigns the asset lines of the project to its assets. It does not capitalize the assets or create assets in Oracle Assets.

When to use it

  • Load the estimated capital assets of a new capital project in one go.
  • Record as-built assets before generating asset lines and capitalizing.
  • Maintain asset attributes such as description, book, asset category, location, estimated cost, units, in-service dates, depreciation expense account and identification numbers across many assets.
  • Assign assets to project tasks, or remove assignments, in bulk.
  • Assign the asset lines generated by PRC: Generate Asset Lines to project assets, or change their description, as Assign Asset in the Capital Projects form does.

Before you start

  • Use a responsibility that may update the project: you are a key member of the project, or the responsibility has cross-project update access (for example a Projects responsibility with the PA: Cross Project User — Update profile set to Yes).
  • The capital project exists in the operating unit. Only projects of a capital project type are offered.
  • The book, asset categories, asset keys, locations, depreciation expense accounts and tasks you reference exist.

Choose a template

TemplateUse it for
Default (default)All columns except the descriptive flexfield attributes.
Asset LinesAssigning the asset lines of a project to project assets. Downloads one row per asset line in Create, Update mode, with the line’s task, description, asset category, cost, transfer status and asset.

Step 1 – Set the parameters

Open PA Project Asset Upload in Blitz Report and set the parameters:

ParameterMeaning
Upload ModeCreate (default) opens an empty sheet for new assets; Create, Update downloads the project’s existing Estimated and As-Built assets for editing and lets you add new ones.
Operating UnitThe operating unit of the project. Restricts the Project Number list.
Project NumberThe capital project whose assets are downloaded and uploaded.
Asset LinesAsset Lines template, set to Yes: downloads the asset lines of the project, one row per line, to assign them to project assets, instead of the assets.
Unassigned Asset Lines OnlyAsset Lines template: Yes downloads only the asset lines that are not assigned to an asset yet.
Blitz Report run screen for PA Project Asset Upload with Upload Mode Create, Update, Operating Unit Vision Operations and Project Number CS419

Step 2 – Run to download the Excel file

Click Run. The Excel file downloads and opens with one row per asset and task assignment of the project, or an empty sheet in Create mode.

Excel file with the four existing estimated assets of capital project CS419

Step 3 – Enter or change the assets

Change the values of a downloaded asset, or add a row for a new asset with the Operating Unit, Project Number, Asset Name, Description and Project Asset Type (Estimated, the default, or As-Built). Add the Oracle Assets details as needed: Book, Asset Category (the list shows the categories of the selected book), Asset Key, Location, Employee Name, Estimated In Service Date or Actual In Service Date, Estimated Asset Units, Actual Units, Estimated Cost, Parent Asset Number, Depreciate, Amortize Adjustments, Depreciation Expense Account (expense accounts of the operating unit’s ledger) and Capital Hold, plus manufacturer, model, serial and tag numbers.

An asset that already exists on the project, matched by Asset Reference or Asset Name, is updated; otherwise it is created. Asset Reference defaults to the Asset Name. On an existing asset, an empty column keeps the current value, except Capital Hold, which is removed when left empty.

To assign an asset to a task, enter the Assignment Task Number. For several tasks, repeat the asset on consecutive rows with a different task each; the asset values are taken from the first of these rows. Set Rollup to Yes to confirm the task is a top task. To remove an assignment, set Delete Assignment to Yes on the row with that task.

Asset lines (Asset Lines template): each row is one asset line of the project. Line Asset Name assigns the line to a project asset, as Assign Asset in the Capital Projects form does. The list shows the assets assigned to the line’s task, placed in service and not on capital hold; the asset must be assigned to the line’s task, or the task carries a common assignment. Clearing Line Asset Name unassigns the line. Line Description can be changed; Line Task Number, Line Asset Category, Line Cost and Line Transfer Status are read-only. Transferred lines cannot be changed.

Excel file with the estimated in-service date of the HVAC asset changed, marked Update, and a new Signage asset with book, category, location and estimated cost, marked Create

Step 4 – Validate and Save

Click Validate and Save. This checks for missing required values and saves the file. Correct any rows it flags before uploading.

Both edited rows show status Valid after Validate and Save

Step 5 – Upload the file

In Blitz Report click Upload and select the saved file. This submits the upload request, which creates or updates each asset and adds or deletes its task assignments.

File Upload page with the saved Excel file selected for upload

Step 6 – Review the result report

When the request completes, a result report opens listing every uploaded row with its status and message, for example Asset … created., Asset … updated. or Assignment to task … added. A row that fails is rolled back completely, including its asset changes. Asset line rows show Asset line assigned to asset …., Asset line unassigned., Asset line updated. or No change.

Result report showing the HVAC asset updated and the Signage asset created with status Success

What’s produced

  • Project assets created or updated on the capital project, with their task assignments added or deleted.
  • Asset lines assigned to project assets or unassigned, and their descriptions changed.
  • A result report listing every row with a status (success or error) and a message.

Common questions

Does the upload capitalize assets or create them in Oracle Assets?
No. It maintains the project asset definitions, their task assignments and the assets of the asset lines only. Generate asset lines and run capitalization in Oracle Projects as usual.

Can I delete a project asset?
No. Only asset-to-task assignments can be deleted, with Delete Assignment = Yes.

Which asset types can I maintain?
Estimated and As-Built. Retirement adjustment assets are not downloaded or created.

How do I create an asset without a task assignment?
Leave Assignment Task Number empty.

How do I change the descriptive flexfield of an existing assignment?
Assignments cannot be updated. Delete the assignment with Delete Assignment = Yes, upload, then add it again with the new values. A row for an assignment that already exists is reported as unchanged.

Where are the descriptive flexfield columns?
The Default template hides them. Show the asset and assignment attribute columns by running without a template or by adding them to your own template.

Troubleshooting

MessageCauseWhat to do
Failed to create project asset: You do not have update privileges on this project. A project can be updated only by its key members or users with cross-project responsibility .Your user is not a key member of the project and the responsibility has no cross-project update access (also reported as Failed to update project asset).Upload from a responsibility with cross-project update access, or ask to be added as a key member.
Failed to add assignment: Project: ‘…’ Cannot assign asset to task when project-level assignments exist.The project’s assets are assigned at project level, so task assignments are not allowed.Leave Assignment Task Number empty for this project, or remove the project-level assignments in Oracle Projects first.
Invalid Asset Category: … / Invalid Asset Key: … / Invalid Location: …The value is not an existing asset category, asset key or location combination.Select the value from the column’s list.
Invalid Depreciation Expense Account: …The account combination does not exist in the chart of accounts of the operating unit’s ledger.Select the account from the column’s list.
Rollup=Yes requires Task Number to be a top task.Rollup is Yes for a lower-level task.Enter a top task, or leave Rollup empty.
Failed to create project asset: … / Failed to update project asset: … / Failed to add assignment: … / Failed to delete assignment: …Oracle Projects rejected the asset or assignment, for example because of an invalid date, units or book and category combination. The text after the colon is the Oracle message.Correct the value named in the message and upload again.
Asset DFF: … / Assignment DFF: …A descriptive flexfield value is invalid or required.Correct the attribute columns as the message describes.
Assignment to task … not found (nothing to delete).Delete Assignment is Yes but the asset is not assigned to that task.No action needed; check the task number if you expected an assignment.
The asset is not assigned to the task of this asset line, has no actual in service date, is on capital hold, or belongs to another capital event.The Line Asset Name is not an asset the line can be assigned to.Pick the asset from the Line Asset Name list, or assign the asset to the line’s task first.
Asset line … does not exist for this project.The row’s asset line is not an asset line of the project.Download the asset lines of the project again.
Oracle Projects message that a transferred asset line cannot be updatedThe asset line has already been transferred to Oracle Assets.Leave the line unchanged.

SQL 218 lines

Parameters 5

ParameterTypeList of values SQL
Upload ModeLOV
:p_upload_mode like '%' || xxen_upload.action_update
Operating UnitLOV
haouv.name=:p_operating_unit
Project NumberLOV
ppa.segment1=:p_project_number
Asset LinesLOV
Unassigned Asset Lines OnlyLOV
pal.project_asset_id=0