Jobs Fields
This section describes the fields and actions on the Job Home workspace.
Card Part Fields
Resourcing island
This island and the fields under it only display if:
- The company-specific Enable People Planner Web system parameter is enabled in your Workspace Client application.
- The Use Imported Budget Line Resource Allocation job parameter attribute is enabled on the current job.
| Field | Description |
|---|---|
| Budget Type | This field displays the People Planner budget type used for the current job. |
| Last Sent for Resourcing | This field displays the date and time information about the current job was last sent to People Planner. |
| Transfer | If this field is set to
Yes, Maconomy sends the current job to People Planner when People Planner runs the scheduled background task for importing projects.
Update the field value as needed. |
Card Part Actions
| Button | Description |
|---|---|
| + New Job | |
|
Click this icon to refresh data in the current workspace. |
|
Click to display the list view. Click to display the detailed view. |
| Save | Click this action button to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action button is disabled until additional changes are made. |
| Revert | Click this action button to undo changes made to the current record, or to any of its lines. |
| Submit Job | Click this action button to submit a record for approval. After submission, the record status is updated, and this action is disabled until you make additional changes.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
|
| Approve Job | Click this action button to approve the current record.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
|
| Reject Job... | Click this action button to reject the current record.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies.
|
| Other Actions | In the Job Home workspace, this drop-down list includes the following actions:
|
