An asset can be assigned at the project or task level, but not both. When you are assigning assets at the task level, you can assign assets either at the top-task level or lowest-task level, but you cannot assign an asset to both top and lowest-tasks in the same branch of the Work Breakdown Structure. An asset can be assigned at the same time as creating an asset.
To create an asset assignment against a project, the ‘Assignments Upload Action’ column value must be ‘Assign to project’.
To create an asset assignment against a project task, the ‘Assignments Upload Action’ column value must be ‘Assign to task’.
Once the desired ‘Assignment Upload Action’ is selected, upload the changes to Oracle. Asset Assignments must be positioned on or below the row containing the Project Number and Asset Name.
Once the Asset Assignments are uploaded, the ‘Asset Assignment Id’ will be returned to the sheet. The ‘Asset Assignment Id’ is a unique number created for the asset assignment and it is required to carry out the Delete Action.
It is not necessary to duplicate the Project Number and Asset on every row where there are multiple assets for a single task. A single asset can be assigned to more than one task. See the image below where ‘Asset 4’ is assigned to 3 Tasks belonging to project ‘CAP004’.
The ‘Accepted’ status for ‘Assignments Status’ and ‘Asset Assignment Id’ is returned to the sheet if all the asset assignments are valid and uploaded successfully to Oracle.
Default Row
The Default Row can be used to enter values specified in the row to default down the sheet during validation. More information about the Default Row can be found here.
For the Asset Assignments section, only the upload action value of ‘Assign to task’ can be used in the Default Row. The upload action value ‘Assign to project’ cannot be used as a Default Row and must be entered against an asset on the same row.
‘Assign to task’ can be entered as a Default Row value:
‘Assign to project’ cannot be entered as a Default Row Value. It must be entered for every asset row to be assigned at the project level.
