If you need to make updates to existing Planning Resources on a planning RBS linked to a project, More4apps suggests first downloading them onto the sheet. Please consult the Download existing Planning RBS Assignments section for detailed instructions on how to do this.
In order to modify existing Planning Resources against a planning RBS assigned to a project, you must set ‘Resources Upload Action’ to either Update orUpdate 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, kindly refer to the Uploading section.
To modify the Resource Name, use the column labelled 'New Resource Name'. In this column, you will input the desired new value. This action will enable the update of the Resource Name. It's important to ensure that you enter the new value accurately, as this will be reflected as the updated Resource Name moving forward.
