Upload Oracle EBS Attachments via MS-Excel Templates using Project Partners UI-Apps

Dec 18, 2013Download as PPTX, PDF2 likes1,205 views

Project Partners UI-Apps enables you to upload file attachments to your projects in Oracle EBS Projects Applications easily using MS-Excel Templates.

Hidden Gems

Using Attachments with UI-Apps

Copyright © Project Partners, LLC

Attachments on Projects
 Oracle’s Attachment functionality is used to attach documents

containing related information to projects on various entities
 Attachment capability is provided for

Project, Task, Agreement, etc.
 Attachments can be uploaded either directly to Oracle

Forms, HTML, or by using UI-Apps
 When used in conjunction with Project Partner’s Document

Management Integration (DMI) product, attached documents can
automatically be transferred to MS-SharePoint, with the Oracle
attachment being replaced with the URL pointing to document
 Easily accessible from UI-Apps
 UI-Apps offers easier approach in one MS-Excel Worksheet
Copyright © Project Partners, LLC

Five Easy Steps – Attachments with UI-Apps
 Step 1: Query Project
 Step 2: Select Attachment Category

 Step 3: Select document and upload
 Step 4: See uploaded document
 Step 5: Open document

 UI-Apps offers easier approach in one MS-Excel

Worksheet

Copyright © Project Partners, LLC

Step 1: Query Project
Query project data and add attachment
Query project

Click Attach

Copyright © Project Partners, LLC

Step 2: Select Attachment Category
Choose Attachment Category for this entity
Browse to find document

Category ‘Miscellaneous’ selected

Copyright © Project Partners, LLC

Steps 3: Select document to upload
Find document and upload

Choose document to upload

Document uploaded. Click ‘Close’
Enter Description

Copyright © Project Partners, LLC

Step 4: See uploaded document
Document uploaded to Oracle… and transferred to MS-SharePoint
with optional use of Project Partner’s DMI product

…and Oracle Attachment is now a displays in Attachments table
Document now URL

Copyright © Project Partners, LLC

Step 5: Open document
View document from UI-Apps – same as from Oracle

Click URL Link, and
MS-Word document opens in browser directlyprompted for login to
from MS-SharePoint
MS-SharePoint
Log in

Copyright © Project Partners, LLC

Easy access to Attachments
 Easily access attachments from the same sheet where

project information is maintained.
 Users can attach documents during the same flow of

input of standard Oracle data - in one MS-Excel
worksheet using UI-Apps
 Project Partners’ Document Management Integration

(DMI) product automatically transfers documents to MSSharePoint

 Stay tuned for more Hidden Gems from Project Partners
Copyright © Project Partners, LLC

UI-Apps Hidden Gems
A series of videos describing unique features of Project Partners
UI-Apps which add significant functionality to Oracle Projects
 See them all on the Project Partners YouTube Channel

http://www.youtube.com/user/ProjectPartnersLLC

Copyright © Project Partners, LLC

For more information:
Phone: 650.712.6200
email: info@projectp.com
www.projectp.com
Copyright © Project Partners, LLC

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Upload Oracle EBS Attachments via MS-Excel Templates using Project Partners UI-Apps

2. Attachments on Projects  Oracle’s Attachment functionality is used to attach documents containing related information to projects on various entities  Attachment capability is provided for Project, Task, Agreement, etc.  Attachments can be uploaded either directly to Oracle Forms, HTML, or by using UI-Apps  When used in conjunction with Project Partner’s Document Management Integration (DMI) product, attached documents can automatically be transferred to MS-SharePoint, with the Oracle attachment being replaced with the URL pointing to document  Easily accessible from UI-Apps  UI-Apps offers easier approach in one MS-Excel Worksheet Copyright © Project Partners, LLC

3. Five Easy Steps – Attachments with UI-Apps  Step 1: Query Project  Step 2: Select Attachment Category  Step 3: Select document and upload  Step 4: See uploaded document  Step 5: Open document  UI-Apps offers easier approach in one MS-Excel Worksheet Copyright © Project Partners, LLC

7. Step 4: See uploaded document Document uploaded to Oracle… and transferred to MS-SharePoint with optional use of Project Partner’s DMI product …and Oracle Attachment is now a displays in Attachments table Document now URL Copyright © Project Partners, LLC

8. Step 5: Open document View document from UI-Apps – same as from Oracle Click URL Link, and MS-Word document opens in browser directlyprompted for login to from MS-SharePoint MS-SharePoint Log in Copyright © Project Partners, LLC

9. Easy access to Attachments  Easily access attachments from the same sheet where project information is maintained.  Users can attach documents during the same flow of input of standard Oracle data - in one MS-Excel worksheet using UI-Apps  Project Partners’ Document Management Integration (DMI) product automatically transfers documents to MSSharePoint  Stay tuned for more Hidden Gems from Project Partners Copyright © Project Partners, LLC

10. UI-Apps Hidden Gems A series of videos describing unique features of Project Partners UI-Apps which add significant functionality to Oracle Projects  See them all on the Project Partners YouTube Channel http://www.youtube.com/user/ProjectPartnersLLC Copyright © Project Partners, LLC

Editor's Notes

#3: Depending on your organization’s requirements, it could be either one or a blended solution of both…If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
#4: Depending on your organization’s requirements, it could be either one or a blended solution of both…If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
#5: For customer If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
#6: For customer If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
#7: For customer If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
#8: For customer If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
#9: For customer If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
#10: Depending on your organization’s requirements, it could be either one or a blended solution of both…If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?

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Editor's Notes