ERP Cloud Projects Module User Guide

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Update Financial Plan Resource Assignments

 
Refer to the Uploading section for more information on how to upload the Update action.
 
To carry out an Update to existing Resource Assignments, More4apps recommends downloading them to the worksheet first. Upload Action columns can be populated with an Update or Update records action if the values are to be updated or left blank if no processing of the data is required.
 
The Resource Assignments section only allows the Update of ‘Planning Start Date’ and ‘Planning End Date’ if the Task Settings ‘Use Task Planned Dates as Task Assignment Dates’ is set to ‘No’, otherwise, you cannot Update the dates.
 
Planning Amounts and / or Plan Lines Descriptive Flexfields (DFFs) can be updated by setting 'Planning Amounts Upload Action’ to ‘Update’.
 
 
When Planning Amounts and / or the Plan Lines DFF are uploaded to Oracle, the ‘Planning Amounts Validation Status’ will not be set to an ‘Accepted’ status.  If the Planning Amounts details are valid, then the ‘Planning Amounts Validation Status’ will remain ‘Validated’ and its parent section ‘Resource Assignments Status’ will have an ‘Accepted’ status returned.
 
 
Time zones
When creating a project with a time zone different from your computer's settings, the downloaded ‘Planning Start Date’ and ‘Planning End Date’ may not match what is displayed on the Oracle screen. To align these, it's recommended to adjust your local time zone settings to match the time zone used during project creation. This ensures that the downloaded ‘Planning Start Date’ and ‘Planning End Date’ corresponds accurately with Oracle displays. Please note that unmatched ‘Planning Start Date’ and ‘Planning End Date’ due to different time zones have no impact on the update functionality.
 
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