Create Financial Plan Resource Assignments
There are three sections in the Financial Plan Resource Assignments Integrator:
● Project References
● Resource Assignments
● Planning Amounts with Descriptive Flex
Project References section is used to display the Project Name and Project Number associated with the Tasks. This section is required in order to create, update, or delete resource assignments against Project Tasks. You can either use the Project Name or Project Number as a reference for the tasks. The section cannot be used to update or delete a project. Please use the Financial Projects Integrator to change the Project details.
To create the new resource assignments against existing Project Tasks, More4apps recommends first downloading existing records to the worksheet to review any resource assignments already present. When creating a new Project, Tasks and Resource Assignments are automatically copied from the Project Template to the new Project.
To create Resource Assignments and Planning Amounts, enter ‘Create’ in the ‘Resource Assignments Upload Action’ and ‘Planning Amounts Upload Action’ columns. Make sure that either Project Number or Project Name is on the sheet.
Note that the currency used in the Planning Amounts section must be the default currency set against the Project.
When you create Resource Assignments without any Planning Amounts, a Planning Amount line with the currency code is automatically created.
To create Planning Amounts against existing Resource Assignments, enter ‘Update’ in the ‘Planning Amounts Upload Action’ column.
To create multiple resource assignments against the same task, the Task Number must be repeated for every new resource assignment to be created.
Planning Start Date and Planning End Date should be left blank if the Task Setting option uses Task Planned Dates as Task Assignment Dates.
When the Create upload action is uploaded to Oracle and if there are no errors, the ‘Resource Assignments Status’ will be set to an ‘Accepted’ status. The ‘Planning Amounts Validation Status’ will not be set to an ‘Accepted’ status. If the Planning Amounts details are valid, then the ‘Planning Amounts Validation Status’ will remain ‘Validated’ and its parent section ‘Resource Assignments Status’ will have an ‘Accepted’ status returned.
Time zones
When creating a project with a time zone different from your computer's settings, the downloaded ‘Planning Start Date’ and ‘Planning End Date’ may not match what is displayed on the Oracle screen. To align these, it's recommended to adjust your local time zone settings to match the time zone used during project creation. This ensures that the downloaded ‘Planning Start Date’ and ‘Planning End Date’ corresponds accurately with Oracle displays. Please note that unmatched ‘Planning Start Date’ and ‘Planning End Date’ due to different time zones have no impact on the update functionality.
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