Update a Period-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 first downloading the Budgets to the worksheet. You can restrict the download parameters to narrow down the search results.
Only the Budget Versions (Header) and Plan Lines sections have the Upload Action mode ‘Update’ available. Currently, you cannot update existing Planning Resources. 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).
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.
Planning Resources
Currently, you cannot Update Planning Resources for a period-phased budget. If you need to make changes to a Planning Resource, we recommend deleting the line and re-creating it. There is an issue with the Oracle web services that prevents from offering Update for this section. We expect this issue will be resolved in future.
Plan Lines
For the reason described above, the Update functionality is also not currently available for Plan Lines with Planning Period Amounts.
If this feature is required, please contact More4apps.
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