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’.

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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.

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To update planning period amounts, make sure that 'Resource Assignments Upload Action' and 'Planning Amounts Upload Action' are both set to Update. 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.

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Clear/Delete Periods Values

If you want to clear / delete a period value from a plan line, you cannot enter [CLEAR] in the cell to do this (highlighted red in the example screenshot below). Instead, please enter the value ‘0’ to clear out the existing value (highlighted green in the example screenshot below).

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  1. Navigate to the plan line from which you want to remove a period value.

  2. Locate the period value that you wish to clear out or delete.

  3. Instead of using the [CLEAR] command, input the value '0' in place of the existing period value.

  4. Upload the change to ensure that the period value has been successfully cleared out.