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Copyright © Project Partners, LLC Using DFFs with UI-Apps Hidden Gems

Quickly Maintain DFFs on Various Project Entities using MS-Excel Worksheets using Project Partners UI-Apps

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Quickly Maintain DFFs on Various Project Entities using MS-Excel Worksheets using Project Partners UI-Apps

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Page 1: Quickly Maintain DFFs on Various Project Entities using MS-Excel Worksheets using Project Partners UI-Apps

Copyright © Project Partners, LLC

Using DFFs with UI-Apps

Hidden Gems

Page 2: Quickly Maintain DFFs on Various Project Entities using MS-Excel Worksheets using Project Partners UI-Apps

Copyright © Project Partners, LLC

DFFs on Projects

Descriptive Flexfields are used to add custom/additional information to projects on various entities

Can be setup at the project, task, or financial plans, etc.

Once defined in Oracle, they can easily be accessed from UI-Apps in read and/or write mode

Especially useful for new or legacy/existing projects previously setup with DFFs in Forms or HTML, and useable with UI-Apps

Easily accessible from UI-Apps

UI-Apps offers easier approach in one MS-Excel Worksheet

Page 3: Quickly Maintain DFFs on Various Project Entities using MS-Excel Worksheets using Project Partners UI-Apps

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Six Easy Steps – Project DFFs with UI-Apps

Step 1: Query Project

Step 2: Unhide rows containing DFFs

Step 3: Cut DFF from hidden rows

Step 4: Paste DFF into Project Header

Step 5: Enter prompt name

Step 6: Requery project, enter data and save

UI-Apps offers easier approach in one MS-Excel Worksheet

Page 4: Quickly Maintain DFFs on Various Project Entities using MS-Excel Worksheets using Project Partners UI-Apps

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Step 1: Query ProjectQuery project data into Basic Project Information Sheet

Query project

Page 5: Quickly Maintain DFFs on Various Project Entities using MS-Excel Worksheets using Project Partners UI-Apps

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Step 2: Unhide rows containing DFFsDisplay DFFs in hidden rows

Hidden rows

Page 6: Quickly Maintain DFFs on Various Project Entities using MS-Excel Worksheets using Project Partners UI-Apps

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Steps 3: Move Desired DFF from Hidden Rows

Cut “Control C” DFF from hidden rows

Cut DFF from hidden rows

Page 7: Quickly Maintain DFFs on Various Project Entities using MS-Excel Worksheets using Project Partners UI-Apps

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Step 4: Move DFF into Project HeaderPaste DFF into visible section of sheet

Paste DFF from hidden rows

Page 8: Quickly Maintain DFFs on Various Project Entities using MS-Excel Worksheets using Project Partners UI-Apps

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Step 5: Enter prompt nameEnter appropriate business case prompt name

New prompt name

Page 9: Quickly Maintain DFFs on Various Project Entities using MS-Excel Worksheets using Project Partners UI-Apps

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Step 6: Requery Project, Enter Data and SaveDFF is ready for use

a. Query project b. Enter Data

c. Save

Page 10: Quickly Maintain DFFs on Various Project Entities using MS-Excel Worksheets using Project Partners UI-Apps

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Easy access to DFFs

Easily access DFFs from the same sheet where project information is maintained.

Users enter DFF data during the same flow of input of standard Oracle data - in one MS-Excel worksheet using UI-Apps

Stay tuned for more Hidden Gems from Project Partners

Page 11: Quickly Maintain DFFs on Various Project Entities using MS-Excel Worksheets using Project Partners UI-Apps

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A series of videos describing unique features of Project Partners UI-Apps which add significant functionality to Oracle Projects

See them all on the Project Partners YouTube Channel

http://www.youtube.com/user/ProjectPartnersLLC

UI-Apps Hidden Gems

Page 12: Quickly Maintain DFFs on Various Project Entities using MS-Excel Worksheets using Project Partners UI-Apps

12Copyright © Project Partners, LLC

For more information:

Phone: 650.712.6200email: [email protected]

www.projectp.com