Update a Planning RBS Assignment to a Project
In order to modify the flags for the Planning RBS attached to a project, you must set 'RBS Assignments Upload Action' to either Update or Update records action if changes are necessary, or leave it blank if no data processing is needed. For successful update of the header and/or child sections, fields like 'Project Number' or 'Project Name' and 'RBS Name' need to be filled. For further guidance on how to upload the Update action, refer to the Uploading section.
The following flags can be updated:
● Primary Planning Flag
● Primary Reporting Flag
● Planning Usage Flag
● Reporting Usage Flag
If you want to update a ‘Primary Planning Flag’ from ‘No’ to ‘Yes’, you must set ‘Allow Changing Primary Flag’ to ‘Yes’. This flag indicates if the primary planning resource breakdown structure should be changed even though there are baselined versions using the existing one. See example below.
After populating the required data on the sheet, proceed to Uploading this data to Oracle.
Sections:
