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Microsoft® Excel Interface to Oracle Applications

Project Partners User Interface Applications™

Project Partners User Interface Applications enable Oracle E-Business Suite Applications users to utilize Microsoft® Excel as a concise and user-friendly interface to Oracle Projects. Project Partners User Interface Applications (UI-Apps) can improve user productivity by 65% so Project Managers can focus on improving project operations. Additionally, users can connect to Oracle using Excel, download data, and then work offline on the Excel workbook, reconnecting later to Oracle to synchronize the updates made offline with the Oracle database – easily and securely.

Use one worksheet instead of multiple forms

 

Pre-Packaged Workbooks

UI-Apps' pre-defined Oracle-integrated workbooks allow Project Managers to perform the following functions:

• Create New Projects
• Build and Manage Project WBS, Schedules and Budgets
• Manage Clients and Agreements
• Manage Contract, Capital and Indirect Projects
• Manage Transaction Controls
• Capture Project Schedule Progress
• Update Project Financial Forecasts
• Report on Projects

Built-In Project Management Process

UI-Apps workbooks utilize built in business process flows that mirror the best practices of most project-centric organizations and are very easy to use. These workbooks can easily be tailored to fit.

Click to enlarge Process Flow Images

 

Integration Leverages Oracle Applications Technology and Security

Project Partners User Interface is certified with the Oracle E-Business Suite Applications R11.5 and R12 technology stacks. It leverages the business logic in Oracle public APIs to perform validations, update the Oracle schema, invoke workflows, and more. Project Partners User Interface uses the standard Oracle Applications security model for authentication and security, and provides a login approach that is consistent with Oracle Applications in the enterprise.

Work With Oracle Data in Disconnected Mode

Users can connect to Oracle using Excel, download data, and then work offline on the Excel workbook. Later they can re-connect to Oracle and synchronize the updates made in Excel with the Oracle database.

Project Partners UI-Apps deliver four primary benefits:

• Project manager productivity is improved by minimizing screen navigation; up to 20 Oracle screens are replaced with one role-based Excel worksheet
• Project managers can work in traditional online mode or can work off-line and synch with Oracle when next connected via the internet
• Quick implementation in four weeks or less means less business disruption
• Minimal training is required, resulting in immediate user adoption

Unlike other Excel based products offered to Oracle Applications customers,
UI-Apps provide:

• A role-based solution oriented to project managers, not a tool oriented to IT users
• The ability to perform multiple Oracle Project Management functions in one workbook
• Preformatted worksheets and reports used by Project Managers for many project management functions, not just loading data into Oracle Applications.
• Automatic validation of key data from Oracle stored in hidden sheets and available for use whether working online or offline
• Worksheets with built-in business logic, e.g. data calculation and manipulation
• Extensive configurability for tailoring worksheets to different end-user communities

UI Apps Webinars

Microsoft® Excel Makes it Easy to Use Oracle® E-Business Suite Projects Applications

Peter Budelov, Associate Vice President

Project Managers are only part-time users of enterprise applications, and often find the User Interface difficult to navigate. Additionally, PMs often travel to project sites and have down-time that could be used for analysis and management, but they're unable to do so since they are not networked to their enterprise environment. This webinar shows how to use Microsoft® Excel spreadsheets as the User Interface to Oracle E-Business Suite Projects applications, managing projects from Set up through Execution and Reporting. Project Partners User Interface Applications leverage Microsoft Excel spreadsheets to work seamlessly with data in Oracle, in both a connected as well as offline mode. View the Webinar

Project Manager Reporting via Microsoft® Excel

Peter Budelov, Associate Vice President

Learn how Project Partners Reporting gives Project Managers (PMs) comprehensive project reporting from Oracle E-Business Suite Projects applications in a handy Microsoft® Excel workbook. PMs can easily and quickly download data to review key project metrics, financial amounts, and drill-down from project to task to the lowest level of cost/revenue data and charts of key data. The project schedule with baseline and current dates and progress can be viewed in Gantt Chart format. Even better, PMs can review all project performance data either while connected to their enterprise network, or they can save the workbook and work disconnected. View the Webinar

For more detailed information on Project Partners User Interface: Contact Us