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3.1 Release Plan Line-Item IDs

  • 1.  3.1 Release Plan Line-Item IDs

    Posted 08/12/21 01:30 PM
      |   view attached
    I didn't see a discussion yet for this, but I wanted to make sure I understand all the changes that are involved in this. I had some concerns related to our own processes and wanted to share.

    Everything now has a unique line-item ID. That part was made clear in the release What's New section. 

    On a monthly basis, I have to import a large number of rows that have similar data to existing rows. So, I typically export the plan, copy those rows, change some of the data, then append data. NOTE: Append data has been changed to Update data. With the note: Select this option to update data using Line Item Code. Any new rows will be appended.  I did not find any documentation about this particular change. I feel like it should be a warning. With my current process, I now have to remove the line item code, otherwise it will end up overwriting the existing data instead of adding new rows. Not a big deal, as long as you are aware of it. I had to warn my team quickly to watch out for this change before appending any data. I am just wondering if I missed a video or instructions somewhere that talk about this. It wasn't spelled out in the What's New section.

    The good news is that this feature helps to update a large number of rows at once. So, I look forward to being able to do that. 


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