1. REST API for Oracle Fusion Cloud Project Management
  2. Tasks
  3. Financial Project Plans
  4. Planning Options

Update a planning option for a financial project plan version

patch

/fscmRestApi/resources/11.13.18.05/financialProjectPlans/{PlanVersionId}/child/PlanningOptions/{PlanningOptionId}

Request

Path Parameters
Header Parameters
  • If the REST API supports runtime customizations, the shape of the service may change during runtime. The REST client may isolate itself from these changes or choose to interact with the latest version of the API by specifying this header. For example: Metadata-Context:sandbox="TrackEmployeeFeature".
  • The protocol version between a REST client and service. If the client does not specify this header in the request the server will pick a default version for the API.
Supported Media Types
Request Body - application/json ()
Root Schema : schema
Type: object
Show Source
  • Title: Allow Negative ETC Calculation
    Maximum Length: 1
    Indicates whether estimate-to-complete values can be lesser than zero. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Associate project costs to summary task assignments
    Maximum Length: 1
    Indicates whether project costs for a resource assignment from a lowest level task can be associated to a planned resource assignment on the financial project plan at a higher level in the task structure. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Automatically approve forecast
    Maximum Length: 1
    Indicates if the forecast that's created using the financial plan type is automatically approved.
  • Title: Automatically designate budget version as baseline
    Maximum Length: 1
    Indicates if the budget that's created using the financial plan type is automatically set to baseline.
  • Title: Automatically Generate Budget Version
    Maximum Length: 1
    Indicates if a budget is being created using the financial plan type while baseline of the financial project plan. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Automatically generate forecast version
    Maximum Length: 1
    Indicates if a forecast is being created using the financial plan type while publishing progress. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Buffer for Synchronize Task Transaction Dates with Task Planned Dates
    Buffer value to adjust the task transaction dates to be changed along with the task planned dates.
  • Title: Burden Schedule
    Maximum Length: 255
    A set of burden multipliers that's maintained for use across projects. Also referred to as a standard burden schedule.
  • Title: Calendar Type
    Maximum Length: 255
    The type of calendar, such as accounting calendar or project accounting calendar, used for entering and displaying periodic financial information.
  • Title: Current Planning Period
    Maximum Length: 15
    Current planning period that drives the display of the periodic information. It can be the project accounting period or accounting period depending on the selected calendar type. This value isn't applicable when the calendar type is set to NONE.
  • Title: Project Currency Conversion: Cost Date Type
    Maximum Length: 255
    Date type that's used as a cost conversion attribute for project currency.
  • Title: Project Ledger Currency Conversion: Cost Date Type
    Maximum Length: 255
    Date type that's used as a cost conversion attribute for project ledger currency.
  • Title: Date Type for Cost Conversion
    Maximum Length: 255
    Date type that's used as a cost conversion attribute for planning currencies.
  • Title: Enable Costs for Plan
    Maximum Length: 1
    Indicates whether resource assignments can be created on the project and allow capturing costs for the project. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Estimate to Complete Method
    Maximum Length: 30
    Calculates estimate-to-complete value for the task and task assignment. The valid values are Remaining Plan and Manual Entry.
  • Title: Project Currency Conversion: Cost Fixed Date
    The date that's used to derive conversion rates for calculating planned costs for project currency.
  • Title: Project Ledger Currency Conversion: Cost Fixed Date
    The date that's used to derive conversion rates for calculating planned costs for project ledger currency.
  • Title: Fixed Date for Cost Conversion
    The date that's used to derive conversion rates for calculating planned costs for planning currencies.
  • Title: Maintain manual spread on date changes
    Maximum Length: 1
    Indicates whether the periodic planning is retained in the plan version on plan line date modifications. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Multiple Transaction Currencies
    Maximum Length: 1
    Indicates that the plan can use multiple transaction currencies for planning. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Nonlabor Resource
    Maximum Length: 255
    Rate schedule used for the calculation of cost amounts for non-labor resources.
  • Title: Period Profile
    Maximum Length: 255
    Defines how time periods are grouped and displayed when editing resource assignment versions.
  • Title: Person Cost Options
    Maximum Length: 255
    Rate schedule used for the calculation of cost amounts for named persons.
  • Title: Physical Percent Complete Calculation Method
    Maximum Length: 30
    Calculates physical percent complete at the lowest level task. The valid values are Cost, Effort, and Manual Entry.
  • Planning Currencies
    Title: Planning Currencies
    The Planning Currency resource is used to view, create, update, and delete project and planning currencies.
  • Planning Options Descriptive Flexfields
    Title: Planning Options Descriptive Flexfields
    A listing of all the descriptive flexfields available for planning options in the financial project plan version.
  • Title: Planning Resource Breakdown Structure
    Maximum Length: 255
    Primary planning resource breakdown structure associated with the project.
  • Title: Primary Physical Percent Complete Basis
    Maximum Length: 30
    Determines the primary physical percent complete value for summary tasks. The valid values are Cost, Effort, and Manual Entry.
  • Title: Project Role Cost Options
    Maximum Length: 255
    Rate schedule used for the calculation of cost amounts for project role.
  • Title: Rate Derivation Date
    The date that's used as the basis for deriving rates for calculating amounts on a None time-phased resource assignment version.
  • Title: Rate Derivation Date Type
    Maximum Length: 255
    The date type, such as system date or fixed date, that's used as the basis for deriving rates for calculating amounts on a None time-phased resource assignment version.
  • Title: Project Currency Conversion: Cost Rate Type
    Maximum Length: 255
    Rate type that's used as a cost conversion attribute for project currency.
  • Title: Project Ledger Currency Conversion: Cost Rate Type
    Maximum Length: 255
    Rate type that's used as a cost conversion attribute for project ledger currency.
  • Title: Rate Type for Cost Conversion
    Maximum Length: 255
    Rate type that's used as a cost conversion attribute for planning currencies.
  • Title: Resource Class Cost Options
    Maximum Length: 255
    Rate schedule used for the calculation of cost amounts for resource classes. This is used for cost calculation when rates are unavailable in rate schedules for named persons, jobs, or non-labor resources.
  • Title: Roll Up Task Dates
    Maximum Length: 1
    Indicates whether summary task dates are rolled up from the lowest level task dates. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Set unplanned assignments as planned assignments
    Maximum Length: 1
    Indicates whether resource assignments can be created as planned on the project on incurring costs for the project. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Synchronize Task Transaction Dates with Task Planned Dates
    Maximum Length: 1
    Indicates whether task transaction dates are synchronized with task planned dates. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Third Party Scheduling
    Maximum Length: 1
    Indicates that the plan can use a third-party scheduling tool. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Update planned quantity with EAC quantity
    Maximum Length: 1
    Indicates whether planned values for task assignments can be updated with estimate-at-completion values while publishing progress. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Use Planning Rates
    Maximum Length: 1
    Enables utilization of planning rates for resources and resource classes when calculating resource assignment amounts.
  • Title: Use Same Conversion Attribute for All Currency Conversions
    Indicates whether you can use the same currency conversion attribute for all currencies.
  • Title: Use Same Dates for Task Assignments as Task Dates
    Maximum Length: 1
    Indicates whether you can use the same dates for the task assignments as the task dates. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
Nested Schema : Planning Currencies
Type: array
Title: Planning Currencies
The Planning Currency resource is used to view, create, update, and delete project and planning currencies.
Show Source
Nested Schema : Planning Options Descriptive Flexfields
Type: array
Title: Planning Options Descriptive Flexfields
A listing of all the descriptive flexfields available for planning options in the financial project plan version.
Show Source
Nested Schema : financialProjectPlans-PlanningOptions-PlanningCurrencies-item-patch-request
Type: object
Show Source
Nested Schema : financialProjectPlans-PlanningOptions-PlanningOptionsDFF-item-patch-request
Type: object
Show Source
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Response

Supported Media Types

Default Response

The following table describes the default response for this task.
Headers
  • If the REST API supports runtime customizations, the shape of the service may change during runtime. The REST client may isolate itself from these changes or choose to interact with the latest version of the API by specifying this header. For example: Metadata-Context:sandbox="TrackEmployeeFeature".
  • The protocol version between a REST client and service. If the client does not specify this header in the request the server will pick a default version for the API.
Body ()
Root Schema : financialProjectPlans-PlanningOptions-item-response
Type: object
Show Source
  • Title: Allow Negative ETC Calculation
    Maximum Length: 1
    Indicates whether estimate-to-complete values can be lesser than zero. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Associate project costs to summary task assignments
    Maximum Length: 1
    Indicates whether project costs for a resource assignment from a lowest level task can be associated to a planned resource assignment on the financial project plan at a higher level in the task structure. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Automatically approve forecast
    Maximum Length: 1
    Indicates if the forecast that's created using the financial plan type is automatically approved.
  • Title: Automatically designate budget version as baseline
    Maximum Length: 1
    Indicates if the budget that's created using the financial plan type is automatically set to baseline.
  • Title: Automatically Generate Budget Version
    Maximum Length: 1
    Indicates if a budget is being created using the financial plan type while baseline of the financial project plan. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Automatically generate forecast version
    Maximum Length: 1
    Indicates if a forecast is being created using the financial plan type while publishing progress. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Budget Financial Plan Type
    Read Only: true
    Maximum Length: 255
    The name of the financial plan type that's used to create the budget version.
  • Title: Buffer for Synchronize Task Transaction Dates with Task Planned Dates
    Buffer value to adjust the task transaction dates to be changed along with the task planned dates.
  • Title: Burden Schedule
    Maximum Length: 255
    A set of burden multipliers that's maintained for use across projects. Also referred to as a standard burden schedule.
  • Title: Calendar Type
    Maximum Length: 255
    The type of calendar, such as accounting calendar or project accounting calendar, used for entering and displaying periodic financial information.
  • Title: Current Planning Period
    Maximum Length: 15
    Current planning period that drives the display of the periodic information. It can be the project accounting period or accounting period depending on the selected calendar type. This value isn't applicable when the calendar type is set to NONE.
  • Title: Project Currency Conversion: Cost Date Type
    Maximum Length: 255
    Date type that's used as a cost conversion attribute for project currency.
  • Title: Project Ledger Currency Conversion: Cost Date Type
    Maximum Length: 255
    Date type that's used as a cost conversion attribute for project ledger currency.
  • Title: Date Type for Cost Conversion
    Maximum Length: 255
    Date type that's used as a cost conversion attribute for planning currencies.
  • Title: Enable Costs for Plan
    Maximum Length: 1
    Indicates whether resource assignments can be created on the project and allow capturing costs for the project. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Estimate to Complete Method
    Maximum Length: 30
    Calculates estimate-to-complete value for the task and task assignment. The valid values are Remaining Plan and Manual Entry.
  • Title: Project Currency Conversion: Cost Fixed Date
    The date that's used to derive conversion rates for calculating planned costs for project currency.
  • Title: Project Ledger Currency Conversion: Cost Fixed Date
    The date that's used to derive conversion rates for calculating planned costs for project ledger currency.
  • Title: Fixed Date for Cost Conversion
    The date that's used to derive conversion rates for calculating planned costs for planning currencies.
  • Title: Forecast Financial Plan Type
    Read Only: true
    Maximum Length: 255
    The name of the financial plan type that's used to create the forecast version.
  • Title: Job Cost Options
    Read Only: true
    Maximum Length: 255
    Rate schedule used for the calculation of cost amounts for jobs.
  • Links
  • Title: Maintain manual spread on date changes
    Maximum Length: 1
    Indicates whether the periodic planning is retained in the plan version on plan line date modifications. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Multiple Transaction Currencies
    Maximum Length: 1
    Indicates that the plan can use multiple transaction currencies for planning. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Nonlabor Resource
    Maximum Length: 255
    Rate schedule used for the calculation of cost amounts for non-labor resources.
  • Title: Period Profile
    Maximum Length: 255
    Defines how time periods are grouped and displayed when editing resource assignment versions.
  • Title: Person Cost Options
    Maximum Length: 255
    Rate schedule used for the calculation of cost amounts for named persons.
  • Title: Physical Percent Complete Calculation Method
    Maximum Length: 30
    Calculates physical percent complete at the lowest level task. The valid values are Cost, Effort, and Manual Entry.
  • Planning Currencies
    Title: Planning Currencies
    The Planning Currency resource is used to view, create, update, and delete project and planning currencies.
  • Title: Planning Option ID
    Unique identifier of the summary level planning option in the financial project plan version.
  • Planning Options Descriptive Flexfields
    Title: Planning Options Descriptive Flexfields
    A listing of all the descriptive flexfields available for planning options in the financial project plan version.
  • Title: Planning Resource Breakdown Structure
    Maximum Length: 255
    Primary planning resource breakdown structure associated with the project.
  • Title: Primary Physical Percent Complete Basis
    Maximum Length: 30
    Determines the primary physical percent complete value for summary tasks. The valid values are Cost, Effort, and Manual Entry.
  • Title: Project Currency
    Read Only: true
    Maximum Length: 15
    Currency for the project.
  • Title: Project Ledger Currency
    Read Only: true
    Maximum Length: 15
    Project ledger currency for the project.
  • Title: Project Role Cost Options
    Maximum Length: 255
    Rate schedule used for the calculation of cost amounts for project role.
  • Title: Rate Derivation Date
    The date that's used as the basis for deriving rates for calculating amounts on a None time-phased resource assignment version.
  • Title: Rate Derivation Date Type
    Maximum Length: 255
    The date type, such as system date or fixed date, that's used as the basis for deriving rates for calculating amounts on a None time-phased resource assignment version.
  • Title: Project Currency Conversion: Cost Rate Type
    Maximum Length: 255
    Rate type that's used as a cost conversion attribute for project currency.
  • Title: Project Ledger Currency Conversion: Cost Rate Type
    Maximum Length: 255
    Rate type that's used as a cost conversion attribute for project ledger currency.
  • Title: Rate Type for Cost Conversion
    Maximum Length: 255
    Rate type that's used as a cost conversion attribute for planning currencies.
  • Title: Resource Class Cost Options
    Maximum Length: 255
    Rate schedule used for the calculation of cost amounts for resource classes. This is used for cost calculation when rates are unavailable in rate schedules for named persons, jobs, or non-labor resources.
  • Title: Roll Up Task Dates
    Maximum Length: 1
    Indicates whether summary task dates are rolled up from the lowest level task dates. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Set unplanned assignments as planned assignments
    Maximum Length: 1
    Indicates whether resource assignments can be created as planned on the project on incurring costs for the project. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Synchronize Task Transaction Dates with Task Planned Dates
    Maximum Length: 1
    Indicates whether task transaction dates are synchronized with task planned dates. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Third Party Scheduling
    Maximum Length: 1
    Indicates that the plan can use a third-party scheduling tool. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Update planned quantity with EAC quantity
    Maximum Length: 1
    Indicates whether planned values for task assignments can be updated with estimate-at-completion values while publishing progress. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
  • Title: Use Planning Rates
    Maximum Length: 1
    Enables utilization of planning rates for resources and resource classes when calculating resource assignment amounts.
  • Title: Use Same Conversion Attribute for All Currency Conversions
    Indicates whether you can use the same currency conversion attribute for all currencies.
  • Title: Use Same Dates for Task Assignments as Task Dates
    Maximum Length: 1
    Indicates whether you can use the same dates for the task assignments as the task dates. A value of Y indicates that the attribute is selected. A value of N indicates that the attribute isn't selected.
Nested Schema : Planning Currencies
Type: array
Title: Planning Currencies
The Planning Currency resource is used to view, create, update, and delete project and planning currencies.
Show Source
Nested Schema : Planning Options Descriptive Flexfields
Type: array
Title: Planning Options Descriptive Flexfields
A listing of all the descriptive flexfields available for planning options in the financial project plan version.
Show Source
Nested Schema : financialProjectPlans-PlanningOptions-PlanningCurrencies-item-response
Type: object
Show Source
Nested Schema : financialProjectPlans-PlanningOptions-PlanningOptionsDFF-item-response
Type: object
Show Source
Links
PlanningCurrencies
Parameters:
  • PlanVersionId: $request.path.PlanVersionId
  • PlanningOptionId: $request.path.PlanningOptionId
The Planning Currency resource is used to view, create, update, and delete project and planning currencies.
PlanningOptionsDFF
Parameters:
  • PlanVersionId: $request.path.PlanVersionId
  • PlanningOptionId: $request.path.PlanningOptionId
A listing of all the descriptive flexfields available for planning options in the financial project plan version.
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Examples

The following example shows how to update a planning option for a financial project plan version by submitting a PATCH request on the REST resource using cURL.

curl --user ppm_cloud_user -X PATCH  -H "Content-Type: application/json" -d @example_request_payload.json https://your_organization.com:port/fscmRestApi/resources/11.13.18.05/financialProjectPlans/planVersionId/child/PlanningOptions/PlanningOptionId

Request Body Example

The following shows an example of the request body in JSON format.

{
"MultipleTransactionCurrencies": "Y",
"ThirdPartySchedulingFlag": false,
"EnableCostsForPlanFlag": true,
"SetUnplannedAssignmentsAsPlannedAssignmentsFlag":  "Y"
}

Response Body Example

The following shows an example of the response body in JSON format.

{
"PlanningOptionId": 100100099198334,
"MultipleTransactionCurrencies": "Y",
"ThirdPartySchedulingFlag": false,
"EnableCostsForPlanFlag": true,
"SetUnplannedAssignmentsAsPlannedAssignmentsFlag":  "Y"
"AssociateProjectCostsToSummaryTaskAssignmentsFlag":  "N",
"PlanningResourceBreakdownStructure": "Research Services Non Centrally Controlled PRBS300100172449458",
"CalendarType": "Accounting calendar",
"RateDerivationDateType": null,
"RateDerivationDate": null,
"PeriodProfile": "Accounting Period",
"CurrentPlanningPeriod": "Oct-18",
"MaintainManualSpreadOnDateChanges": "N",
"UseSameDatesForTaskAssignmentsAsTaskDatesFlag": true,
"RollUpTaskDatesFlag": false,
"SynchronizeTaskTransactionDatesWithTaskPlannedDatesFlag": false,
"BufferForSynchronizeTaskTransactionDatesWithTaskPlannedDates": 0,
"ProjectCurrency": "USD",
"ProjectLedgerCurrency": "USD",
"UseSameConversionAttributeForAllCurrencyConversionsFlag": false,
"RateTypeForCostConversion": null,
"DateTypeForCostConversion": null,
"FixedDateForCostConversion": null,
"RateTypeForConversionInPC": "PRJ_Corporate",
"DateTypeForConversionInPC": "Start date of project plan line",
"FixedDateForConversionInPC": null,
"RateTypeForConversionInPLC": null,
"DateTypeForConversionInPLC": null,
"FixedDateForConversionInPLC": null,
"UsePlanningRatesFlag": true,
"BurdenScheduleCostOptions": "Planning Burden Schedule",
"PersonCostOptions": "Employee Planning Cost Rates",
"JobCostOptions": "Construction Job Planning Cost",
"NonlaborResourceCostOptions": "Nonlabor Planning Cost Rates",
"ResourceClassCostOptions": "Resource Class Cost Rates",
"ProjectRoleCostOptions": null,
"PhysicalPercentCompleteCalculationMethod": "Cost",
"EstimateToCompleteMethod": "Remaining plan",
"AllowNegativeETCCalculationFlag": false,
"UpdatePlannedQuantityWithEACQuantityFlag": false,
"AutomaticallyGenerateForecastVersionFlag": false,
"ForecastFinancialPlanType": null,
"AutoApproveFlag": false,
"PrimaryPhysicalPercentCompleteBasis": "Cost",
"AutomaticallyGenerateBudgetVersionFlag": false,
"BudgetFinancialPlanType": null,
"AutoBaselineFlag": false,
"links": [
{
"rel": "self",
"href": "https://your_organization.com:port/fscmRestApi/resources/11.13.18.05/financialProjectPlans/100100099198333/child/PlanningOptions/100100099198334",
"name": "PlanningOptions",
"kind": "item",
"properties": {
"changeIndicator": "ACED0005737200136A6176612E7574696C2E41727261794C6973747881D21D99C7619D03000149000473697A65787000000001770400000001737200116A6176612E6C616E672E496E746567657212E2A0A4F781873802000149000576616C7565787200106A6176612E6C616E672E4E756D62657286AC951D0B94E08B02000078700000000178"
}
},
{
"rel": "canonical",
"href": "https://your_organization.com:port/fscmRestApi/resources/11.13.18.05/financialProjectPlans/100100099198333/child/PlanningOptions/100100099198334",
"name": "PlanningOptions",
"kind": "item"
},
{
"rel": "parent",
"href": "https://your_organization.com:port/fscmRestApi/resources/11.13.18.05/financialProjectPlans/100100099198333",
"name": "financialProjectPlans",
"kind": "item"
},
{
"rel": "child",
"href": "https://your_organization.com:port/fscmRestApi/resources/11.13.18.05/financialProjectPlans/100100099198333/child/PlanningOptions/100100099198334/child/PlanningCurrencies",
"name": "PlanningCurrencies",
"kind": "collection"
},
{
"rel": "child",
"href": "https://your_organization.com:port/fscmRestApi/resources/11.13.18.05/financialProjectPlans/100100099198333/child/PlanningOptions/100100099198334/child/PlanningOptionsDFF",
"name": "PlanningOptionsDFF",
"kind": "collection"
}
]
}
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