Download Financial Plan Resource Assignments

The Download Form will be displayed when the ‘Download via Form’ is selected from the ribbon. Here, you can enter values into the available fields to set the download criteria. You can download either by Project Number or Project Name criteria. Click the ‘Download’ button to download data onto the sheet.

When the option to Download via Sheet is selected, the Integrator will use the data entered in the columns that allow sheet values to be used as the download criteria to download data to the sheet. These columns are indicated by a white triangle above the column name. Note that not all the columns available on the Download Form are available as values to be used in the Download via Sheet option. Also note that query conditions on the sheet and in the Download form are treated as AND clauses rather than OR in the download query. Make sure the selected row on the sheet contains the criteria you wish to use for the Download via Sheet function.