To use Microsoft Excel integration features for budgeting and forecasting, you must specify a default spreadsheet layout for a budget or forecast plan type. You can optionally specify spreadsheet layouts for plan types for both project templates and projects. You can also change the default spreadsheet layout specified for a plan type at the project template or project level. However, you cannot change the default spreadsheet layout selection at the budget or forecast version level.
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
To meet your business requirements, your implementation team can create additional custom spreadsheet layouts by duplicating the default layouts and then updating the duplicates. For more information, see: Implementing Integration with Microsoft Excel, Oracle Projects Implementation Guide.
You can select either one or two spreadsheet layouts for a plan type depending on whether the plan type allows entry of cost amounts only, revenue amounts only, or both cost and revenue amounts. For example:
If you are planning for cost only, revenue only, or cost and revenue together, then you can select only a single spreadsheet layout.
If you are planning for cost and revenue separately, then you can select a spreadsheet layout for a cost plan and a spreadsheet layout for a revenue plan.
For more information on specifying cost and revenue entry options for plan types, see: Adding Plan Types to a Project.
When you select a spreadsheet layout for a plan type, Oracle Projects displays a list of available amount types. You can choose from the list of amount types to define the columns displayed in a spreadsheet. When you select a spreadsheet layout for a budget or forecast plan type that is time-phased by periods, Oracle Projects enables you to select either a periodic spreadsheet layout, or a non-periodic spreadsheet layout. You can select only a non-periodic spreadsheet layout for a plan type that is not time-phased by periods.