Actions

This section shows the Actions available in the Job Overview workspace.

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Field

Description

Send Job to People Planner

This action will send the job, including budget, to People Planner. System parameters affecting this functionality are: Always Allow Send Action — If this is False, and Integration Status Notes are used, you can only push the job from Maconomy to People Planner once. After that, it will only be possible to import it from People Planner. Include Subjobs When Sending Job to People Planner — Allows including subjobs when sending jobs to People Planner. Default Job Budget Type — If a value is entered, this will be the budget type sent. If a value is not entered, the budget type currently shown in Job Budgets will be sent. There is an exception if the job has been sent to People Planner previously using another budget type. In that case, this budget type will be used again. Note that with a large batch of budget lines, the performance of this action is impacted. However, it is possible to set up a Scheduled Background Task to recalculate job budgets periodically and therefore reduce the need to manually choose this action. The action is only available if add-ons for People Planner and Custom Actions are installed and the Enable Custom People Planner Actions system parameter is set to True.