Project
This section contains key settings that affect the behavior of projects—for example if is it mandatory that a project has both a customer and a company, or should a project also be settled when it is closed.
| Field | Description |
|---|---|
| Setting: Prevent Assignments on Projects and Summary Lines |
By default, People Planner allows you to plan directly at the project level and on any summation level of a project; that is, you can assign resources and book them, as well. This is not compatible with Maconomy; in Maconomy, you cannot assign employees or employee categories directly on the job or on a sum/text budget line. You can enforce the same restrictions in People Planner by selecting the Prevent assignments on projects and summary lines checkbox. When this checkbox is selected, you cannot assign resources on either the project or any summation lines. Note: There may already be existing assigned resources on either a project or a summation line in the People Planner database. For example, this could happen if you update from an older version of People Planner where the setting did not exist.
Another situation where this could happen is when assignments are created automatically as part of an actuals import. See the Deltek People Planner Integrations Guide for more information about actuals imports. If there are existing assignments, and the origin of the project is "Maconomy," the setting prevents you from making bookings on these assignments. The default value is off for a new People Planner database. |