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
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:
  • Close
  • Reopen
  • Copy
  • Undo Approval/Reject
  • Send for Resourcing - Click this action to send the current job to People Planner.
    This action only displays 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.