Resource Allocations on Non-Planning Budget Types

You can edit the resource allocations subtable for budget lines of budget types other than the planning budget.

You can change resource assignments and bookings, which may be required to handle change request updates to the Baseline Budget.

You can change:

• Assigned employee
• Cost, if it is an amount activity
• Resource allocation hours, if it is a time activity
  Note:

  The process to create or alter job budget lines remains the same. However, job budget lines will of course be indirectly updated when you change the resource allocation, as previous functionality of the People Planner integration.

  Additionally, this feature enables you to:

• Create a periodic working budget based on People Planner Resource Allocations, which you can copy to form a Baseline budget, including the periodic Resource Allocations. Note that working with Earned Value Management (EVM) requires a Baseline budget to compare Baseline, Actuals, and Remaining data.
• Update the Baseline Budget, including the periodicized Resource Allocations, in order to incorporate change requests. The change request is incorporated into EVM Reporting.
• Remove the read-only state of ALL budgets excluding the Planning Budget, which is read only when a customer updates via People Planner Resource Allocations.