PA Project Upload

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Description

PA Project Upload creates and updates Oracle Projects projects from Excel – the project header, project manager, primary customer, dates, billing setup, flags and descriptive flexfield attributes – via the standard Oracle public API. New projects are copied from a project template you choose.

When to use it

  • Mass-create new projects from a standard project template with consistent header and billing setup.
  • Bulk-update header attributes (status, dates, description, billing setup, flags, flexfields) on many projects.
  • Reassign the project manager across a set of projects.
  • Set the primary customer at project creation for many projects at once.
  • Populate project descriptive flexfield attributes in bulk.
  • Standardize currency, rate and billing configuration across a project portfolio.

Before you start

  • Blitz Report is installed and you are signed in to a responsibility with access to the operating unit.
  • An active Oracle Projects project template exists in that operating unit – it is required for every new project.
  • The project manager exists as an active person; for updates, the project already exists.

Step 1 – Choose a mode, set the parameters and download

In Blitz Report, open PA Project Upload, choose an Upload Mode (Create for an empty template, or Create, Update to download existing projects), and set the parameters:

ParameterPurpose
Upload ModeCreate or Create, Update. Default is Create.
Operating UnitThe operating unit (required); drives the project pickers.
Project Number / Name / Type / StatusRestrict which existing projects are downloaded.

Run the upload to download and open the Excel file. Each row is automatically handled as a create or an update depending on whether the project already exists in the operating unit.

Step 2 – Enter the projects

On each row enter the Operating Unit, Project Number, Project Name, the Template to copy from (required for a new project), the Project Manager, and the Start Date. Add any header, billing, currency, flag and flexfield values you need. The Customer Name sets the project’s primary customer.

Step 3 – Validate and Save

Click Validate and Save. This checks for missing required values and runs the upload’s validation (including the template’s own mandatory fields and field-length limits), then saves the file. Correct anything it flags before continuing.

Step 4 – Upload and view the result

Back in Blitz Report, click Upload and select your saved file. This submits the Blitz Upload request, which creates or updates each project. When it finishes, a result report opens showing each row as success or error.

What’s produced

  • Created and updated projects with their project manager, primary customer and header/billing setup.
  • A result report listing every row with a status (success or error) and a message.

Common questions

Do I have to pick a Template for every new project?
Yes. The Template is mandatory on create – it seeds the new project’s defaults. (This is an Oracle Projects project template, entered in the Template column.)

Can I change the customer or PM Product Code on an existing project?
No. Customer and PM Product Code are applied on creation only and are not changed during an update.

How does the upload know whether a row is a create or an update?
It checks whether a project with that Project Number already exists in that operating unit – found = update, not found = create. Upload Mode only controls what gets downloaded.

What happens to the project manager when I change it?
On update, the current manager is end-dated and the new one assigned from today. On create, if your manager differs from the template’s, the template manager is replaced.

Will an update overwrite fields I left blank?
No. Only changed fields are applied on update; unchanged fields are preserved.

Troubleshooting

MessageCauseWhat to do
Template is required for project creationA new project row has no Template value.Pick an active project template for that operating unit and re-upload.
Project Number / Name / Long Name / Description exceeds the maximum lengthA field is longer than its Oracle limit.Shorten the value to within the limit.
Required for template: (lists fields)The chosen template marks certain fields as mandatory and they are blank.Fill the listed fields and re-upload.
Operating unit context could not be initializedThe operating unit isn’t accessible to the responsibility.Run under a responsibility with access to that operating unit.
Project created but project-manager change reported a warningThe header succeeded but the manager assignment hit an API error.Verify the project manager is a valid active person and re-run if needed.
select
null action_,
null status_,
null message_,
null request_id_,
null modified_columns_,
-- project identifiers
haouv.name operating_unit,
ppa.segment1 project_number,
ppa.name project_name,
(select ppa_t.name from pa_projects_all ppa_t where ppa_t.project_id=ppa.created_from_project_id) template,
ppa.long_name,
ppa.project_type,
pps.project_status_name project_status,
haouv2.name organization,
ppf.full_name project_manager,
ppa.description,
-- dates
ppa.start_date,
ppa.completion_date,
-- classification
decode(ppa.public_sector_flag,'Y',xxen_util.meaning('Y','YES_NO',0)) public_sector,
pdr.meaning distribution_rule,
-- currency
ppa.project_currency_code,
ppa.projfunc_currency_code,
gdct1.user_conversion_type project_rate_type,
ppa.project_rate_date,
gdct2.user_conversion_type projfunc_cost_rate_type,
ppa.projfunc_cost_rate_date,
-- billing setup
xxen_util.meaning(ppa.labor_sch_type,'PROJECT SCHEDULE TYPE',275) labor_schedule_type,
ppa.labor_schedule_fixed_date,
ppa.labor_schedule_discount,
xxen_util.meaning(ppa.labor_disc_reason_code,'RATE AND DISCOUNT REASON',275) labor_discount_reason,
xxen_util.meaning(ppa.non_labor_sch_type,'PROJECT SCHEDULE TYPE',275) non_labor_schedule_type,
haouv4.name non_labor_bill_rate_org,
ppa.non_labor_schedule_fixed_date,
ppa.non_labor_schedule_discount,
xxen_util.meaning(ppa.non_labor_disc_reason_code,'RATE AND DISCOUNT REASON',275) non_labor_discount_reason,
psbrsa1.std_bill_rate_schedule employee_bill_rate_schedule,
psbrsa2.std_bill_rate_schedule job_bill_rate_schedule,
psbrsa3.std_bill_rate_schedule non_labor_bill_rate_schedule,
-- burden schedules
pirsab2.ind_rate_sch_name revenue_burden_schedule,
ppa.rev_ind_sch_fixed_date revenue_ind_sched_fixed_dt,
pirsab3.ind_rate_sch_name invoice_burden_schedule,
ppa.inv_ind_sch_fixed_date invoice_ind_sched_fixed_dt,
-- billing currency
xxen_util.meaning(ppa.invproc_currency_type,'INVPROCE_CURR_TYPE',275) invproc_currency_type,
ppa.revproc_currency_code,
xxen_util.meaning(ppa.project_bil_rate_date_code,'BILL_RATE_DATE_CODE',275) project_bil_rate_date_code,
gdct3.user_conversion_type project_bil_rate_type,
ppa.project_bil_rate_date,
ppa.project_bil_exchange_rate,
xxen_util.meaning(ppa.projfunc_bil_rate_date_code,'BILL_RATE_DATE_CODE',275) projfunc_bil_rate_date_code,
gdct4.user_conversion_type projfunc_bil_rate_type,
ppa.projfunc_bil_rate_date,
ppa.projfunc_bil_exchange_rate,
xxen_util.meaning(ppa.funding_rate_date_code,'BILL_RATE_DATE_CODE',275) funding_rate_date_code,
gdct5.user_conversion_type funding_rate_type,
ppa.funding_rate_date,
ppa.funding_exchange_rate,
-- flags
decode(ppa.baseline_funding_flag,'Y',xxen_util.meaning('Y','YES_NO',0)) baseline_funding,
decode(ppa.multi_currency_billing_flag,'Y',xxen_util.meaning('Y','YES_NO',0)) multi_currency_billing,
decode(ppa.inv_by_bill_trans_curr_flag,'Y',xxen_util.meaning('Y','YES_NO',0)) invoice_by_bill_trx_currency,
decode(ppa.assign_precedes_task,'Y',xxen_util.meaning('Y','YES_NO',0)) assign_precedes_task,
decode(ppa.split_cost_from_workplan_flag,'Y',xxen_util.meaning('Y','YES_NO',0)) split_cost_from_workplan,
decode(ppa.split_cost_from_bill_flag,'Y',xxen_util.meaning('Y','YES_NO',0)) split_cost_from_billing,
decode(ppa.sys_program_flag,'Y',xxen_util.meaning('Y','YES_NO',0)) system_program,
decode(ppa.allow_multi_program_rollup,'Y',xxen_util.meaning('Y','YES_NO',0)) allow_multi_program_rollup,
decode(ppa.projfunc_attr_for_ar_flag,'Y',xxen_util.meaning('Y','YES_NO',0)) projfunc_attr_for_ar,
decode(ppa.revaluate_funding_flag,'Y',xxen_util.meaning('Y','YES_NO',0)) revaluate_funding,
decode(ppa.include_gains_losses_flag,'Y',xxen_util.meaning('Y','YES_NO',0)) include_gains_losses,
decode(ppa.retn_accounting_flag,'Y',xxen_util.meaning('Y','YES_NO',0)) retention_accounting,
decode(ppa.cint_eligible_flag,'Y',xxen_util.meaning('Y','YES_NO',0)) capital_interest_eligible,
ppa.cint_stop_date capital_interest_stop_date,
decode(ppa.enable_top_task_customer_flag,'Y',xxen_util.meaning('Y','YES_NO',0)) enable_top_task_customer,
decode(ppa.enable_top_task_inv_mth_flag,'Y',xxen_util.meaning('Y','YES_NO',0)) enable_top_task_invoice_method,
decode(ppa.limit_to_txn_controls_flag,'Y',xxen_util.meaning('Y','YES_NO',0)) limit_to_txn_controls,
-- cross charge / transfer price
decode(ppa.allow_cross_charge_flag,'Y',xxen_util.meaning('Y','YES_NO',0)) allow_cross_charge,
decode(ppa.cc_process_labor_flag,'Y',xxen_util.meaning('Y','YES_NO',0)) cross_charge_process_labor,
decode(ppa.cc_process_nl_flag,'Y',xxen_util.meaning('Y','YES_NO',0)) cross_charge_process_non_labor,
pctsb1.name labor_transfer_price_schedule,
ppa.labor_tp_fixed_date labor_transfer_price_fixed_dt,
pctsb2.name non_labor_transfer_price_sched,
ppa.nl_tp_fixed_date non_labor_xfer_price_fxd_dt,
-- setup
pwtv.name work_type,
jtcv.calendar_name calendar,
hla.location_code location,
prl.name role_list,
to_char(ppm.probability_percentage) probability,
ppa.project_value,
ppa.expected_approval_date,
(select pl.meaning from pa_lookups pl where pl.lookup_type='PA_PROJECT_PRIORITY_CODE' and pl.lookup_code=ppa.priority_code) priority_code,
pjgv1.displayed_name cost_job_group,
pjgv2.displayed_name bill_job_group,
(select flvv.meaning from fnd_lookup_values_vl flvv where flvv.lookup_type='PA_SECURITY_LEVEL' and flvv.lookup_code=to_char(ppa.security_level) and flvv.enabled_flag='Y' and flvv.security_group_id=0) security_level,
-- retention / invoice format
pif.name retention_billing_invoice_fmt,
-- asset / capital
xxen_util.meaning(ppa.asset_allocation_method,'ASSET_ALLOCATION_METHOD',275) asset_allocation_method,
xxen_util.meaning(ppa.capital_event_processing,'CAPITAL_EVENT_PROCESSING',275) capital_event_processing,
pirsab4.ind_rate_sch_name capital_interest_rate_schedule,
-- tax
ppa.output_tax_code,
ppa.retention_tax_code,
-- DFF
xxen_util.display_flexfield_context(275,'PA_PROJECTS_DESC_FLEX',ppa.attribute_category) attribute_category,
xxen_util.display_flexfield_value(275,'PA_PROJECTS_DESC_FLEX',ppa.attribute_category,'ATTRIBUTE1',ppa.rowid,ppa.attribute1) attribute1,
xxen_util.display_flexfield_value(275,'PA_PROJECTS_DESC_FLEX',ppa.attribute_category,'ATTRIBUTE2',ppa.rowid,ppa.attribute2) attribute2,
xxen_util.display_flexfield_value(275,'PA_PROJECTS_DESC_FLEX',ppa.attribute_category,'ATTRIBUTE3',ppa.rowid,ppa.attribute3) attribute3,
xxen_util.display_flexfield_value(275,'PA_PROJECTS_DESC_FLEX',ppa.attribute_category,'ATTRIBUTE4',ppa.rowid,ppa.attribute4) attribute4,
xxen_util.display_flexfield_value(275,'PA_PROJECTS_DESC_FLEX',ppa.attribute_category,'ATTRIBUTE5',ppa.rowid,ppa.attribute5) attribute5,
xxen_util.display_flexfield_value(275,'PA_PROJECTS_DESC_FLEX',ppa.attribute_category,'ATTRIBUTE6',ppa.rowid,ppa.attribute6) attribute6,
xxen_util.display_flexfield_value(275,'PA_PROJECTS_DESC_FLEX',ppa.attribute_category,'ATTRIBUTE7',ppa.rowid,ppa.attribute7) attribute7,
xxen_util.display_flexfield_value(275,'PA_PROJECTS_DESC_FLEX',ppa.attribute_category,'ATTRIBUTE8',ppa.rowid,ppa.attribute8) attribute8,
xxen_util.display_flexfield_value(275,'PA_PROJECTS_DESC_FLEX',ppa.attribute_category,'ATTRIBUTE9',ppa.rowid,ppa.attribute9) attribute9,
xxen_util.display_flexfield_value(275,'PA_PROJECTS_DESC_FLEX',ppa.attribute_category,'ATTRIBUTE10',ppa.rowid,ppa.attribute10) attribute10,
-- customer
(select hp.party_name from pa_project_customers ppc, hz_cust_accounts hca, hz_parties hp where ppc.project_id=ppa.project_id and ppc.customer_id=hca.cust_account_id and hca.party_id=hp.party_id and rownum=1) customer_name,
(select pl.meaning from pa_lookups pl where pl.lookup_type='PM_PRODUCT_CODE' and pl.lookup_code=ppa.pm_product_code) pm_product_code,
-- hidden
ppa.project_id,
0 upload_row
from
pa_projects_all ppa,
pa_project_statuses pps,
hr_all_organization_units_vl haouv,
hr_all_organization_units_vl haouv2,
hr_all_organization_units_vl haouv4,
pa_distribution_rules pdr,
per_all_people_f ppf,
pa_project_parties ppp,
gl_daily_conversion_types gdct1,
gl_daily_conversion_types gdct2,
gl_daily_conversion_types gdct3,
gl_daily_conversion_types gdct4,
gl_daily_conversion_types gdct5,
pa_std_bill_rate_schedules_all psbrsa1,
pa_std_bill_rate_schedules_all psbrsa2,
pa_std_bill_rate_schedules_all psbrsa3,
pa_ind_rate_schedules_all_bg pirsab2,
pa_ind_rate_schedules_all_bg pirsab3,
pa_ind_rate_schedules_all_bg pirsab4,
pa_cc_tp_schedules_bg pctsb1,
pa_cc_tp_schedules_bg pctsb2,
pa_work_types_vl pwtv,
jtf_calendars_vl jtcv,
hr_locations_all hla,
pa_role_lists prl,
pa_probability_members ppm,
per_job_groups_v pjgv1,
per_job_groups_v pjgv2,
pa_invoice_formats pif
where
1=1 and
ppa.template_flag='N' and
ppa.project_status_code=pps.project_status_code and
pps.status_type='PROJECT' and
ppa.org_id=haouv.organization_id and
haouv.organization_id in (select mgoat.organization_id from mo_glob_org_access_tmp mgoat union select fnd_global.org_id from dual where fnd_release.major_version=11) and
ppa.carrying_out_organization_id=haouv2.organization_id and
ppa.non_labor_bill_rate_org_id=haouv4.organization_id(+) and
ppa.distribution_rule=pdr.distribution_rule(+) and
ppa.project_id=ppp.project_id(+) and
ppp.project_role_id(+)=1 and
nvl(ppp.end_date_active(+),sysdate)>=sysdate and
ppp.resource_source_id=ppf.person_id(+) and
trunc(sysdate) between ppf.effective_start_date(+) and ppf.effective_end_date(+) and
ppa.project_rate_type=gdct1.conversion_type(+) and
ppa.projfunc_cost_rate_type=gdct2.conversion_type(+) and
ppa.project_bil_rate_type=gdct3.conversion_type(+) and
ppa.projfunc_bil_rate_type=gdct4.conversion_type(+) and
ppa.funding_rate_type=gdct5.conversion_type(+) and
ppa.emp_bill_rate_schedule_id=psbrsa1.bill_rate_sch_id(+) and
ppa.job_bill_rate_schedule_id=psbrsa2.bill_rate_sch_id(+) and
ppa.non_lab_std_bill_rt_sch_id=psbrsa3.bill_rate_sch_id(+) and
ppa.rev_ind_rate_sch_id=pirsab2.ind_rate_sch_id(+) and
ppa.inv_ind_rate_sch_id=pirsab3.ind_rate_sch_id(+) and
ppa.cint_rate_sch_id=pirsab4.ind_rate_sch_id(+) and
ppa.labor_tp_schedule_id=pctsb1.tp_schedule_id(+) and
ppa.nl_tp_schedule_id=pctsb2.tp_schedule_id(+) and
ppa.work_type_id=pwtv.work_type_id(+) and
ppa.calendar_id=jtcv.calendar_id(+) and
ppa.location_id=hla.location_id(+) and
ppa.role_list_id=prl.role_list_id(+) and
ppa.probability_member_id=ppm.probability_member_id(+) and
ppa.cost_job_group_id=pjgv1.job_group_id(+) and
ppa.bill_job_group_id=pjgv2.job_group_id(+) and
ppa.retn_billing_inv_format_id=pif.invoice_format_id(+)
Parameter NameSQL textValidation
Upload Mode
:p_upload_mode like '%' || xxen_upload.action_update
LOV
Operating Unit
haouv.name=:p_operating_unit
LOV
Project Number
ppa.segment1=:p_project_number
LOV
Project Name
ppa.name=:p_project_name
LOV
Project Type
ppa.project_type=:p_project_type
LOV
Project Status
pps.project_status_name=:p_project_status
LOV
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