When new Team Member records are created by the Project Integrator, the assignment status will default to ‘Planned”. A Project Manager with the correct access and privilege can go into Oracle Project Portfolio Management Cloud and ‘Confirm’ a resource assignment status, if appropriate.
Team Members can be Updated and Created in the same upload. In the example below, ‘Pablo Pérez’ is updated with an End Date of ‘23/06/2022’ and re-created with a Start Date of ‘24/06/2022’. Four additional Team Members are also added in the same load.
The Oracle REST web service only supports the update of Start Date, End Date, Track Time, Effort in Hours, Percent Allocation, Bill Rate and Cost Rate of the existing Team Members on the Project.
When there are duplicate Team Member names, it is mandatory that you enter their Person Number or select from the Person Number LOV from the Data Entry form in order to upload them.
To delete existing Team Members, More4apps recommend downloading the Project first to have all the existing Team Members downloaded to the sheet.
To delete a Team Member, the ‘Team Members Upload Action’ must have the ‘Delete’ action.
Once the desired Team Members are marked for Delete, upload the changes to Oracle.
The ‘Deleted’ status for ‘Team Members Status’ is returned to the sheet if the Team Members successfully deleted from Oracle.
