Quantas Classification Upload

Jul 14, 2015Download as PPTX, PDF0 likes151 views

This document describes a tool called Quantas Classification Upload that allows users to mass update project classifications in Oracle Projects. The tool can load new project classification categories and codes, update existing codes, and delete categories and codes. It provides controls for the upload process, error handling, and an audit trail of loaded files. Using this tool saves time compared to manually updating each project. It allows organizations to efficiently perform large-scale changes to project classifications driven by events like acquisitions, restructuring, or reporting changes.

Quantas Classification
Upload
Mass Updates and Loading of Oracle Project Classifications
Copyright © 2015 Quantas Consulting Corp.
Andy Fry
afry@quantasconsulting.com
1-401-321-2468

Introduction
• Andy Fry
• Oracle Projects Consultant
• Quantas Consulting
• Over 17 years of consulting primarily in the Oracle Projects Suite
• Various industries including:
• Utilities
• Pipelines
• Engineering & Construction
• Oil and Gas
• Professional Services
Copyright © 2015 Quantas Consulting Corp.

Who Should Be Interested
• Organizations that:
• Use Oracle Projects
• Use Project Classifications
• Update Project Classifications on multiple projects
• Add or Delete Project Classifications on multiple projects
Copyright © 2015 Quantas Consulting Corp.

High Level Benefits of this Tool
• Add, update or delete Project Classifications on multiple projects in
mass
• Upfront controls manage the upload of the data based on client
requirements
• Error handling is easily identified
• Audit trail provides the file of data that was used to add, update or
delete the Project Classifications
Copyright © 2015 Quantas Consulting Corp.

Business Benefit
• Save time with:
• Mass uploading
• Validating prior loads with the audit trail and error handling
• Streamlined approach allows users to spend less time updating the
projects and more time analysing data
• Time sensitive changes can be performed quickly and during the
timeframe required by the business
• Provides better reporting and accounting (if Classifications drive auto
accounting)
Copyright © 2015 Quantas Consulting Corp.

Overview of Presentation
• Discuss the problem trying to be resolved
• Discuss how the problem has been resolved
• Terminology
• Demonstrate and Discuss the Following Features:
• Controls on the Upload Project Classifications screen
• New, Change and Delete Load Formats
• Loading a Change Format
• Load Statuses
• Download a Loaded File
• Download Results
• Questions & Contact Information
Copyright © 2015 Quantas Consulting Corp.

Problem
• Organizations occasionally need to mass update Project Classifications
• No standard mechanism exists in Oracle Projects to perform this
• Users are required to change the values on each project manually
• This need can arise from:
• Acquisitions
• Restructuring
• Correcting Errors
• Reporting Requirements
Copyright © 2015 Quantas Consulting Corp.

Resolution
• A method exists to update Classifications on a project – Quantas
Classification Upload
• This tool can:
• Load New Class Categories and Class Codes
• Update Existing Class Codes
• Delete Existing Class Categories and Class Codes
• Audit Reports show errors and stores loaded files
• Controls are available to manage the upload of the Classifications
• New, Changed or Deleted values can be tracked and recorded by
project by using the Quantas Classification Tracker tool (separate tool)
Copyright © 2015 Quantas Consulting Corp.

Terminology
• Classifications
• The combination of Class Category and Class Code on a project in Oracle
Projects.
• Form
• A screen in Oracle.
• PA
• Oracle Projects
• Quantas Classification Tracker
• A tool that tracks all changes to Class Categories and Class Codes on a project in
Oracle Projects.
Copyright © 2015 Quantas Consulting Corp.

Example
Copyright © 2015 Quantas Consulting Corp.

Upload Project Classifications
Copyright © 2015 Quantas Consulting Corp.

Copyright © 2015 Quantas Consulting Corp.

Copyright © 2015 Quantas Consulting Corp.
New Load

Delete Load
Copyright © 2015 Quantas Consulting Corp.

Change Load
Copyright © 2015 Quantas Consulting Corp.

Example of Changing a Value
Copyright © 2015 Quantas Consulting Corp.

Uploading a File
Copyright © 2015 Quantas Consulting Corp.

Value Changed
Copyright © 2015 Quantas Consulting Corp.

Updated Value
Copyright © 2015 Quantas Consulting Corp.

Summary
Copyright © 2015 Quantas Consulting Corp.
• Load New Classifications
• Update Existing Classifications
• Delete Existing Classification
• Control features available for the upload process
• Review the loaded file
• Error handling features

Questions and Contact Information
• For any questions or information please contact:
Andy Fry
afry@quantasconsulting.com
1-401-321-2468
http://www.quantasconsulting.com
• For more articles including the Quantas Classification Tracker please
visit:
http://www.quantasconsulting.com/articles
Copyright © 2015 Quantas Consulting Corp.

The document introduces the Quantas Classification Tracker, a tool that records and reports any changes made to project classifications in Oracle Projects. It tracks who made the change, when it was made, and what the old and new values are. This helps troubleshoot issues with automatic accounting and reporting caused by classification changes. The presentation demonstrates how the tool records adding, changing, and deleting classifications on a project, and allows querying and reporting on classification change histories.

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Quantas Classification Upload

2. Introduction • Andy Fry • Oracle Projects Consultant • Quantas Consulting • Over 17 years of consulting primarily in the Oracle Projects Suite • Various industries including: • Utilities • Pipelines • Engineering & Construction • Oil and Gas • Professional Services Copyright © 2015 Quantas Consulting Corp.

3. Who Should Be Interested • Organizations that: • Use Oracle Projects • Use Project Classifications • Update Project Classifications on multiple projects • Add or Delete Project Classifications on multiple projects Copyright © 2015 Quantas Consulting Corp.

4. High Level Benefits of this Tool • Add, update or delete Project Classifications on multiple projects in mass • Upfront controls manage the upload of the data based on client requirements • Error handling is easily identified • Audit trail provides the file of data that was used to add, update or delete the Project Classifications Copyright © 2015 Quantas Consulting Corp.

5. Business Benefit • Save time with: • Mass uploading • Validating prior loads with the audit trail and error handling • Streamlined approach allows users to spend less time updating the projects and more time analysing data • Time sensitive changes can be performed quickly and during the timeframe required by the business • Provides better reporting and accounting (if Classifications drive auto accounting) Copyright © 2015 Quantas Consulting Corp.

6. Overview of Presentation • Discuss the problem trying to be resolved • Discuss how the problem has been resolved • Terminology • Demonstrate and Discuss the Following Features: • Controls on the Upload Project Classifications screen • New, Change and Delete Load Formats • Loading a Change Format • Load Statuses • Download a Loaded File • Download Results • Questions & Contact Information Copyright © 2015 Quantas Consulting Corp.

7. Problem • Organizations occasionally need to mass update Project Classifications • No standard mechanism exists in Oracle Projects to perform this • Users are required to change the values on each project manually • This need can arise from: • Acquisitions • Restructuring • Correcting Errors • Reporting Requirements Copyright © 2015 Quantas Consulting Corp.

8. Resolution • A method exists to update Classifications on a project – Quantas Classification Upload • This tool can: • Load New Class Categories and Class Codes • Update Existing Class Codes • Delete Existing Class Categories and Class Codes • Audit Reports show errors and stores loaded files • Controls are available to manage the upload of the Classifications • New, Changed or Deleted values can be tracked and recorded by project by using the Quantas Classification Tracker tool (separate tool) Copyright © 2015 Quantas Consulting Corp.

9. Terminology • Classifications • The combination of Class Category and Class Code on a project in Oracle Projects. • Form • A screen in Oracle. • PA • Oracle Projects • Quantas Classification Tracker • A tool that tracks all changes to Class Categories and Class Codes on a project in Oracle Projects. Copyright © 2015 Quantas Consulting Corp.

32. Summary Copyright © 2015 Quantas Consulting Corp. • Load New Classifications • Update Existing Classifications • Delete Existing Classification • Control features available for the upload process • Review the loaded file • Error handling features

33. Questions and Contact Information • For any questions or information please contact: Andy Fry [email protected] 1-401-321-2468 http://www.quantasconsulting.com • For more articles including the Quantas Classification Tracker please visit: http://www.quantasconsulting.com/articles Copyright © 2015 Quantas Consulting Corp.

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