• A project proposal template is a document that is used to present a chart of actions as well as sketch out the proper reasons for the necessity of an action. These templates have different roles. Refer the examples to know more. Go through the sample as well to understand how to use it. 13+ Project Proposal Templates Project Management Template.
• 119+ FREE PROJECT Templates - Download Now Adobe PDF, Microsoft Word (DOC), Excel, Adobe Photoshop (PSD), Google Docs, Adobe InDesign (INDD & IDML), Apple (MAC) Pages, Google Sheets (SPREADSHEETS), Microsoft Publisher, Apple Numbers, Adobe Illustrator (AI).
• Download the Best Curated Project Tools, Templates and PM Emails. Download the Best Curated Project Tools, Templates and PM Emails. Microsoft Project (1).

1. Download Template Microsoft Project Oracle Software
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Licensed, activated MS Project Professional 2013 version running on Windows 7 64-bit - template downloads fine with all other office software (word, excel, powerpoint) - have done the 'repair installation' - system is pretty much up to date. Have spent hours trying to fix this without luck. The right template is a mix of various ingredients and there are many aspects to take into consideration: your industry, company size, or project complexity. To help you get started quickly, we’ve put together a list of the best PowerPoint templates for project management – from straight-forward project.

This chapter contains the following:

How Microsoft Project Works with Project Financial Management

Microsoft Project integration enables project managers to create projects, complete in-depth scheduling using dependencies and constraints, and perform what-if analysis offline before synchronizing project plan and progress information with Project Financial Management applications in Oracle Fusion Project Portfolio Management.

Project executives, project accountants, and billing specialists can use the information exported to Oracle Fusion Project Portfolio Management for financial planning, project costing, billing and revenue accrual, and performance reporting.

The integration of Microsoft Project versions 2007, 2010, 2013, or 2016 for desktop with Project Financial Management applications lets you to do the following:

• Import templates or existing projects from Project Financial Management applications to create projects in Microsoft Project.

• Export projects from Microsoft Project to create projects in Project Financial Management applications.

• Synchronize existing projects with Project Financial Management applications.

  Note: If Oracle Fusion Project Management is implemented, the synchronization option isn't available.

• Import resources from the primary planning resource breakdown structure to use for creating task assignments in Microsoft Project.

• Plan and schedule projects, assign resources, and track progress.

• Import planned quantities and costs into Microsoft Project for progress collection.

• Export project plan and progress information to Project Financial Management applications.

Installing the Microsoft Project Integration Client

A project manager or project administrator can download and install the integration clients available for different versions of Microsoft Project to integrate with Project Management or Project Financial Management applications.

Before downloading the client, ensure that you have .NET Framework 4.5.2 or later versions installed on your computer. Contact your Help Desk to find the existing .NET Framework version and steps to upgrade it, if needed.

The following table provides the list of available clients and their features.

Note that you can only have one integration client, either for Project Management or Project Financial Management applications, on your desktop. To switch between different clients, you must uninstall the existing client and install the other client.

To install the Microsoft Project Integration client for Project Financial Management applications:

1. From the Navigator, open Project Financial Management.

2. From the My Projects page, open the Actions panel tab and select Install Microsoft Project Integration to download the required client.

3. Save the client, extract the installation files to a local folder, and run the installation file from that folder.

4. Open the Microsoft Project application and from the Oracle Fusion Projects menu, select Change Environment and enter the URL for Oracle Fusion Applications.

   You can change the environment URL at any time to support subsequent server changes.

Importing Projects

You can import a template or an existing project from Project Financial Management applications to create a new project file in Microsoft Project. During import, select to import all project information or only planning resources. If you want to subsequently export new task assignments for the project to Project Financial Management applications, you must import resources from the primary planning resource breakdown structure.

While importing templates from Project Financial Management applications, you can't select a template that allows changes to the primary planning resource breakdown structure at the project level. This restriction doesn't apply when importing projects.

When importing an existing project, retain the link if you intend to synchronize the project. If you only want to view project details, or intend to export the project to Project Financial Management applications as a different project later, then don't retain the project link. The retain link isn't available if Oracle Fusion Project Management is implemented and you can't retain the project link if third-party scheduling is disabled for the project.

Importing Resources and Rates

You can import all planning resources from the primary planning resource breakdown structure associated with the project in Project Financial Management applications or import selected resources only.

Import rates from Project Financial Management applications to calculate planned costs in Microsoft Project. The Cost Type synchronization option determines whether raw cost rates or burdened cost rates are imported.

Before import, rates are derived for each resource based on the actual or planning rate schedules specified on the associated project plan type. Any override rates you specify on the project plan in Oracle Fusion Project Portfolio Management aren't imported.

Importing Actual Costs and Exporting Progress

You can import actual quantity and costs either from the latest summarized data or from draft progress. The source of actual amounts determines how progress is exported, as described in the following table.

When you export progress from Microsoft Project, the estimate-to-complete (ETC) method and physical percent complete calculation method are set to Manual. Values for planned, actual, and estimated finish dates and physical percent complete are exported at each level in the task hierarchy and don't roll up in Project Financial Management applications. Values for all other attributes are transferred at the task assignment level and roll up in Project Financial Management applications.

After export, draft progress is published. A forecast version is generated depending on progress settings defined for the associated project plan type. You can export progress with raw cost if burdening isn't enabled on the project type. If burdening is enabled, then you must use burdened cost to export progress. To achieve this, set the Cost Type synchronization option to Burdened cost.

Exporting Projects from Microsoft Project

You can export a project from Microsoft Project to create a new project in Project Financial Management applications. Exporting links the projects in the two applications. Optionally, set a baseline for the project plan, and simultaneously generate a budget version and create a baseline.

When exporting a project, you must select a source project or template unless you had originally imported a project or template from Project Financial Management applications. The source project or template must allow for third-party scheduling and the associated primary planning resource breakdown structure must not allow changes at the project level.

When exporting projects to Project Financial Management applications, Microsoft Project 2010 or later versions export the tasks based on various conditions as given in the following table.

Synchronizing Project Information

Use synchronization rules to transfer information from and to Microsoft Project. Select the required synchronization rule to synchronize all information, or import or export selected information only. For example, you can select to only synchronize schedule updates for the project. Depending on the synchronization rule, select synchronization options to determine how information is transferred. Also, ensure that you save the changes in Microsoft Project after synchronizing projects to avoid losing your data.

The following table describes the default direction in which attributes are transferred.

Import Options while Synchronizing Projects

Microsoft Project schedules tasks differently from the Project Financial Management applications. For example, Microsoft Project considers resource availability and tasks dependencies while the Project Financial Management applications don't.

Microsoft Project uses three key attributes to schedule tasks: work, dates, and units. A change to one attribute must be offset by a change to one of the other two attributes. Because Microsoft Projects schedules tasks differently, you can't import work and dates for new task assignments and still have the assignment units as 100%. When you import, you must select which of the three values you want Microsoft Project to calculate and the remaining two values are imported.

For example, assume you import a new task assignment with the following attributes:

• Work: 16 hours

• Start date: 03-AUG-15

• Finish date: 03-AUG-15

The new task assignments are imported as explained in the following table based on the option selected during synchronization:

Action Controls

Use the Manage Action Controls setup task to specify the actions you don't want performed on projects that are enabled for financial management and imported from external applications. After you specify action controls for a source, you can't perform the configured actions after the date from which the action control is effective. The action controls aren't applicable for execution only projects.

For your source application to appear in the Manage Action Controls page, you must define it as a lookup under the lookup type PJF_PM_PRODUCT_CODE using the Manage Standard Lookups setup task.

Available Action Controls

Here's the list of actions you can disable for projects imported from external applications.

• Add Financial Task

• Delete Financial Task

• Update Project Dates

• Update Project Description

• Update Project Name

• Update Project Number

• Update Project Organization

• Update Project Status

• Update Financial Task Dates

• Update Financial Task Description

• Update Financial Task Name

• Update Financial Task Number

• Update Financial Task Organization

Example

For MSP integration, suppose you want scheduling and deletion of projects only in Microsoft Project. To enforce this, select Microsoft Project as the source application and select Update Project Dates, Update Financial Task Dates, and Delete Financial Task actions to disable them.

FAQs for Microsoft Project and Project Financial Management Integration

What happens if I use Microsoft Project as a third-party scheduling application?

Your ability to modify project and task dates in Oracle Fusion Project Foundation is limited in several ways. The limitations are:

• You can't modify the start and finish dates for the project and existing tasks.

• You can enter start and finish date for new tasks, however these dates must be within the planned dates for the summary task.

• You can modify transaction dates, however they must be within both the task planned dates and transaction dates for the summary task or project.

What happens if I clear project identifiers in Microsoft Project?

Clearing project identifiers deletes the link between your projects in Microsoft Project and Oracle Fusion Project Foundation. If you clear the project identifiers inadvertently, you can then export the project as a new project to Oracle Fusion Project Foundation.

Why do I select attribute values in Microsoft Project?

Use the Select Attribute Values menu option to select values for service type, work type, task manager, and progress status. Using the menu option stores the internal ID in Microsoft Project, which enables export of the value to Project Financial Management applications in Oracle Fusion Project Portfolio Management.

If the internal ID isn't populated using the Select Attribute Values option, then the associated value isn't exported to Project Financial Management. If you select an attribute value and subsequently change it manually without also changing the internal ID, then the original attribute value is exported to Project Financial Management.

When do I clear the attribute cache in Microsoft Project?

Clear the attribute cache after you change the Oracle Fusion Project Portfolio Management environment or if synchronization rules are modified to change the mapping between Microsoft Project fields and attributes of Project Financial Management applications in Oracle Fusion Project Portfolio Management.

Can I import actual amounts into an unlinked project in Microsoft Project?

Yes. You can import actual amounts along with other information from Project Financial Management applications in Oracle Fusion Project Portfolio Management when creating a new project in Microsoft Project even if you don't retain the project link. However, you can't subsequently export progress for the project.

Project templates allow organizations to create standard project models containing default information applicable to the organization. In particular, a calendar with the local public holidays should be created along with Views with redefined headers and footers to suit your organization. Therefore to save time when you create a new project, you should generate your own templates to suit the different types of projects your organization undertakes.

Setting the Project Template Directory

To create and use templates for new projects you firstly create the directory to save the templates in:

• Select or create a location on your hard drive or network to save your templates, typically using Explorer,
• Select File, Options, Save and set your Default personal templates location here,

Set Project Template in MS.Project- Template location

At this point in time when you select File, New there will be an additional option for Featured and Personal Templates. Personal Templates are templates you create and save into your template directory.

Create a Template in MS.Project

To create a template:
Saving a project, with or without tasks, in Template (*.mpt) format in your Microsoft Project Template directory.

Save As Template in MS.Project

You will be given some options when saving the template.

• This template will be available when you select File, New, My templates.
• This directory where user templates are saved may be changed by selecting the File, Options, Save tab.
• Templates may be deleted by selecting the template in the New (project) form, right-clicking to open a menu and selecting Delete

Creating a New Project from a Template in Microsoft Project

To create a new project from a template:

• Select File, New:

Featured are similar to the Microsoft Project Office.com Templates, this will allow you to access Microsoft’s templates.

Personal allows you to open templates on your computer.

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• Click on the Personal and after you have created your own templates these will be available from the Personal Templates tab
• Select the required template from the form by double-clicking on the template button and then you set the project start date in the next form

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Creating a New Project from a Template in MS.Project

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At this point in earlier versions of Microsoft Project you would normally set the Project Start date in the Project Information form by selecting Project, Properties group, Project Information to open this form. But in Microsoft Project 2013 and 2016 this date has now been set.