Last updated on MARCH 08, 2017
Applies to:Oracle Project Planning and Control - Version 12.1.3 and later
Information in this document applies to any platform.
We are unable to find the integrator Projects - Financial Plan. It appears the integrator is no longer used in 12.1.3 as it does not exist in our 12.1.3 instance and there is no reference to in the documentation:
Part No. E13582-04
Creating Additional Spreadsheet Layouts
Oracle Projects provides the following default spreadsheet layouts for budgeting and forecasting integration with Microsoft Excel:
• Periodic budget
• Non-periodic budget
• Periodic forecast
• Non-periodic forecast
Oracle Projects also enables you to create your own custom spreadsheet layouts by duplicating the default layouts and then updating the duplicates. To duplicate and update spreadsheet layouts, you must have an Oracle Web Applications Desktop Integrator (Web ADI) responsibility and access to a Web ADI menu that enables you to define spreadsheet layouts. In addition, you must have access to the following Oracle Projects integrators in Web ADI:
• Projects – Budget (Non Periodic)
• Projects – Budget (Periodic)
• Projects – Forecast (Non Periodic)
• Projects – Forecast (Periodic)
Note: To access Oracle Projects spreadsheet layouts, the Web ADI menu and your Web ADI responsibility must be associated with the function PA_PAXPREPR_OPT_BUDGETS (Financials: Project: Budgets
There is an old 11i note, 'You Do Not Have Permission To Access This Functionality' in Projects Financial Plan Web ADI Integrators (Doc ID 341939.1), that references the integrator, but following those steps in our 11i.PA.M RUP4 instance, I was not able to get a 'Projects - Financial Plan' integrator.
Do we still use this integrator? If so, how do we add it to our responsibility?
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