You can create and maintain projects and budgets in Microsoft Project and periodically transfer the data to Oracle Projects. You can transfer information for the shared structure, workplan structure, or financial structure. For information on data you can transfer see, Overview of Microsoft Project Integration.
See also: Sending New Project Data to Oracle Projects.
You cannot send project and budget data (either new or revised) that violates business rules defined in Oracle Projects. For example, once you have created a project WBS, you cannot move a task to a new top task.
For a list of attributes that you can transfer between Oracle Projects and Microsoft Project, see: Attributes Transferred.
Oracle Projects stores project and task dates only to the nearest day. When you use Microsoft Project for planning, use days for duration, and use only integers. This will ensure data consistency between the two applications.
Note: For shared structures and financial structures, when you send transaction start and completion dates from Microsoft Project to Oracle Projects, the dates must adhere to the following business rules:
Task transaction start date: For top tasks, the date must be on or after the project transaction start date. For subtasks, the date must be on or after the transaction start date for its parent task.
Task transaction completion date: For top tasks, the date must be on or before the project transaction completion date. For subtasks, the date must be on or before the transaction completion date for its parent task.
Project transaction start date: Must be on or before the earliest task transaction start date.
Project transaction completion date: Must be on or after the latest task transaction completion date.
For additional information about dates for projects and tasks, see: Managing the Task Schedule and Project Start and Finish Dates.
When you send a recurring task from Microsoft Project, the task is received in Oracle Projects as a normal task, and received back in the same project in Microsoft Project as a recurring task. If you receive the task in a new project in Microsoft Project, the task is received as a normal task.
The following scheduling parameters can be specified for the tasks in Oracle Projects:
Task Type
Efforts Driven Flag
Scheduled Duration
Constraint Type
Constraint Date
Dependencies With Lag
Resource Assignment Effort
When you create a new project in Oracle Projects by sending data from Microsoft Project, the above fields are populated with the values set in Microsoft Project. You can update the values in these fields in Oracle Projects and receive those updates back in Microsoft Project using the following guidelines:
Constraint Type, Constraint Date, Effort Driven Flag, and Dependencies fields can be updated for all tasks in Oracle Projects.
Scheduled Duration and Resource Assignment Effort fields:
For fixed work and fixed units tasks you can update only the Resource Assignment Effort field.
For fixed duration task, you can update both the Scheduled Duration and Resource Assignment Effort fields.
You can set preferences for numbering tasks. For more information, see: Task Numbering Options.