The Financial Plan Resource Assignments Integrator can be used to view, Create, Update and Delete Resource Assignments and Planning Amounts against the Financial Plan Project Tasks in the Project Portfolio Management module. The tool loads data to Oracle Cloud using the supported Oracle ERP Cloud REST web services.
The Integrator will use the default options set under the Planning tab of the Financial Project when creating Resource Assignments against the Financial Plan Project Tasks.
The following default settings will be used in the Integrator:
● Resource Breakdown Structures: Primary Planning RBS is used to build the List of Values of the Resources.
● Plan Settings: Depending on the calendar type selected on the associated project plan type, you can enter planned amounts for the entire project duration or for specific periods from the accounting or the project accounting calendar.
If you select a calendar, the assignment spread curve spreads the planned amounts you entered for a task assignment across all periods within the assignment duration.
● Task Settings: Use Task Planned Dates as Task Assignment Dates: When you set this option to ‘Yes’, task assignments last for the entire task duration. Let's say the project manager set the task duration from January 1 through May 31, and the task assignment is from February 1 through March 1. The task assignment now runs from January 1 until May 31.
If you don't set this option to ‘Yes’, the project manager can set the task assignment dates in the project and edit individual task dates.
