There are two ways to download Resource Assignments against the Financial Plan Project Tasks.
Download via Form
The Download Form will be displayed when the ‘Download via Form’ is selected from the ribbon. Here, you can enter values into the available fields to set the download criteria. You can download either by Project Number or Project Name criteria. Click the ‘Download’ button to download data onto the sheet.
Download via Sheet
When the option to Download via Sheet is selected, the Integrator will use the data entered in the columns that allow sheet values to be used as the download criteria to download data to the sheet. These columns are indicated by a white triangle above the column name. Note that not all the columns available on the Download Form are available as values to be used in the Download via Sheet option. Also note that query conditions on the sheet and in the Download form are treated as AND clauses rather than OR in the download query. Make sure the selected row on the sheet contains the criteria you wish to use for the Download via Sheet function.
Note - When the Resource Assignments are downloaded to the sheet, the Tasks will not be sorted. This is a limitation in the Oracle REST download web service.
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.
