You can protect data integrity by limiting access to features and using the proper procedures for keeping your linked projects synchronized.
Although you can enter project information in both Oracle Projects and Microsoft Project, certain types of project information must originate in one application or the other. Entering project information in the correct application maintains the integrity of your data. If you do not adhere to the following rules, the project data in Oracle Projects and Microsoft Project may not be synchronized properly.
For linked projects, use Microsoft Project to do the following tasks:
Delete tasks in linked projects only in Microsoft Project. Microsoft Project Integration verifies that deleting the task does not violate Oracle Projects business rules and then deletes the task in both Microsoft Project and Oracle Projects. For more information, see: Deleting a Task.
Suggestion: You can also use the Delete key to delete a task in Microsoft Project.
You cannot receive budget data from Oracle Projects into a project in Microsoft Project. If you create a budget for a linked project in Microsoft Project, you must maintain the budget data in Microsoft Project and send the revised information to Oracle Projects.
Sending budget data from Microsoft Project to Oracle Projects for a budget type that already exists for a project creates a new version for that budget type.
You can use either Microsoft Project or Oracle Projects to enter progress. If you choose Oracle Projects to enter progress, you can receive the progress updates in Microsoft Project.
If you use Microsoft Project to enter progress, do not enter progress information in Oracle Projects. The progress records will be overwritten when you send progress information from Microsoft Project.
You can set the default value for the automatic calculation in Microsoft Project to keep the data synchronized if your project is small and simple. However, if required, you can disable automatic calculation by setting the Calculation Mode option to Manual in the Tools menu in Microsoft Project and selecting Options, and then Calculation Options for MSP. You can change the mode to Automatic at any time or use the Calculate Now option to perform calculations manually when the mode is set to Manual.
For linked projects, use Oracle Projects to do the following tasks:
Create and maintain resource lists and service types in Oracle Projects and receive this resource information in Microsoft Project. You cannot create resource list members or cost rates in Microsoft Project.
For more information, see: Service Types, Oracle Projects Implementation Guide , and
Resources and Resource Lists, Oracle Projects Implementation Guide.
If you create a budget for a project in Oracle Projects that is linked to a project in Microsoft Project, you must maintain the budget data in Oracle Projects. You cannot receive budget data from Oracle Projects to Microsoft Project.
If you send budget data from Microsoft Project and revise it in Oracle Projects, you must then maintain the budget in Oracle Projects or duplicate your revisions manually in Microsoft Project.
Oracle Projects is the central repository for all project information such as expenditure items, whether you enter them directly in Oracle Projects or import transactions from another cost collection system. For more information, see: Overview of Expenditures.
Run the PRC: Update Project Summary Amounts concurrent program in Oracle Projects before you receive actuals from Oracle Projects into Microsoft Project. Updating project, task, and resource summary amounts in Oracle Projects enables you to track the status of your projects. For more information, see: Update Project Summary Amounts.