Send Work Breakdown Structure

Most people use a more detailed WBS for planning in Microsoft Project than is required for collecting costs and quantities in Oracle Projects.

You can send the entire or rolled-up WBS and budget information from Microsoft Project to Oracle Projects. For example, if the WBS for your project plan in Microsoft Project has 10 levels, but you plan to collect costs and bill only to three levels, then you can set an option to send only levels 1, 2, and 3 to Oracle Projects.

When you set the WBS level to send, Oracle Projects uses the Unique ID preference for numbering tasks. For more information, see: Task Numbering Options.

Warning: After you send the project to Oracle Projects or link the project to a project in Oracle Projects, you cannot change project preferences. For more information, see: Clearing the Link to Oracle Projects.

To set WBS level preferences for Oracle Projects

  1. Open the project for which you want to WBS level preferences.

  2. In Microsoft Project, choose Oracle Projects > Preferences.

    The Preferences window opens.

  3. Select the task levels to send. You can send the work breakdown structure for all tasks levels, or up to a specific task level.

    Note that Oracle Projects will use the Unique ID preference for numbering tasks.

    Additional Information: If you send partial work breakdown structures to Oracle Projects, it is recommended you receive back the work breakdown structures in a new project in Microsoft Projects.