Send for Resourcing

It is important to realize that Maconomy and People Planner are in fact two separate applications, and that creating a job in Maconomy does not mean that it is automatically available in People Planner.

First, it must be exported.

There are two ways to export jobs from Maconomy to People Planner:

• Pushing the job from Maconomy, either from the Workspace Client or the Maconomy web client, to People Planner.
• Using a scheduled task running in People Planner, importing new and changed jobs.

Normally People Planner imports all of the new or changed jobs at preset times. It does this using a scheduled task. To avoid overloading the system, this usually happens outside of office hours.

If you do not want to wait for the scheduled task to run, and you need to have the job fully updated in People Planner, as well as in Maconomy, you can “push” the project to People Planner.

You push a job to People Planner by clicking Send for Resourcing in the Maconomy web client, or Send Job to People Planner in the WSC. This button is available in multiple locations.

To send a job to People Planner from the WSC:

1. Go to Jobs > Home > Information, Jobs > Budgeting > Budget, or Jobs > Budgeting > Periodic Budget.
2. Click the Actions menu and select Send Job to People Planner.

   This action is especially useful when you are updating the budget in Maconomy, and you also want to have it updated in People Planner.

Note: Maconomy has a system setting, Always Allow Send Action, which is selected by default in newer versions of Maconomy. If this setting is not selected, Maconomy only allows you to push the project once. After you have done this once, the Send to People Planner button is disabled.

Note: The Maconomy Send to People Planner feature that pushes information from Maconomy to People Planner automatically also pushes Customer and Company data if Customer and Company are required fields, and they do not exist in People Planner.

To send a job to People Planner from the Maconomy web client:

1. Go to Jobs > Budgeting, Jobs > Resourcing, or Jobs > Progress > Progress Evaluation.
2. In the Resourcing menu, select Send for Resourcing.

   This action is especially useful when you are updating the budget in Maconomy, and you also want to have it updated in People Planner.

Note: Maconomy has a system setting, Always Allow Send Action, which is selected by default in newer versions of Maconomy. If this setting is not selected, Maconomy only allows you to push the project once. After you have done this once, the Send for Resourcing button is disabled.

Note: The Send for Resourcing feature that pushes information from Maconomy to People Planner automatically also pushes Customer and Company data if Customer and Company are required fields, and they do not exist in People Planner.