Update a Non-Phased Budget
Refer to the Uploading section for more information on how to upload the Update action.
To carry out an Update to the existing Budgets, More4apps recommends downloading the Budgets to the worksheet. You can restrict the download parameters to narrow down the search results.
All three sections in the Integrator can be updated with an upload action of ‘Update’. Here are the columns you can update from each section.
Budget Versions
· Name
· Description
· Status (the next allowable status for the budget must be valid)
· Is Locked
You must have the columns Project Number, Plan Type, and Version Number in the Budget Version section in order for the Update to be successful.
Note: When updating the column ‘Is Locked’, Excel automatically converts manually entered values ‘true’ and ‘false’ to ‘TRUE’ and ‘FALSE’. The capital letters will be rejected by the web service on Upload. Either select the ‘true’ or ‘false’ values using the Data Form or enter an apostrophe at the beginning of the word if you are entering the value manually into the cell (e.g., ‘true).
Planning Resources
· Planning Start Date
· Planning End Date
You must have the columns Task Number, and Resource Name in the Planning Resources section in order for the Update of the dates to be successful.
Plan Lines
· Quantity
· Raw Cost
· Burdened Cost
· Revenue
You must have the column Currency in the Plan Lines section in order for the Update to be successful.
Fields not mentioned in the above list cannot not be updated.
Budget Status Updates
When you are updating the Status of a budget version, make sure that the next allowable status is a valid status for the budget. Oracle will return an error if you attempt to update the status with an incorrect status in the budget status hierarchy.
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