Task Types
This section provides details regarding the various task types available in People Planner.
| Task Type | Description | For More Information |
|---|---|---|
| Batch Task Specification | Bundles together one or more Task Specifications and runs them in sequence, starting the next one when the previous one has finished. | Batch Task Definitions |
| Delete old log entries | Cleans up the log table by deleting very old log entries. | Delete Old Log Entries |
| Exchange Synchronization | Synchronizes bookings and to do's with Exchange and Outlook. | For more information about configuring this functionality, refer to the Deltek People Planner Integrations Guide. |
| Export Favorites to Maconomy | Tells Maconomy to create favorites for those resources that have bookings in People Planner. | For more information about configuring this functionality, refer to the Deltek People Planner Integrations Guide. |
| Import Absences from Maconomy | Imports absences from Maconomy. | For more information about configuring this functionality, refer to the Deltek People Planner Integrations Guide. |
| Import Actuals from Maconomy | Imports actuals from Maconomy, such as time registrations. | For more information about configuring this functionality, refer to the Deltek People Planner Integrations Guide. |
| Import External Data (Excel/CSV/SQL Server/Oracle) | Imports data from an external source such as an Excel or CSV file. |
For more information about configuring this functionality, refer to Custom Import Mappings. |
| Import Increment Actuals from Maconomy |
Imports only actual registrations that were changed or added since the last incremental import. Note: This option is only available when the
Use REST for ActualsUse REST for Actuals setting is enabled.
|
For more information about configuring this functionality, refer to the Deltek People Planner Integrations Guide. |
| Import Master Data from Maconomy | Imports master data from Maconomy. | For more information about configuring this functionality, refer to the Deltek People Planner Integrations Guide. |
|
Import Projects from Maconomy Note: Maconomy uses the term "job," rather than project.
|
Imports and updates projects from Maconomy. | For more information about configuring this functionality, refer to the Deltek People Planner Integrations Guide. |
| Update Reporting Tables | For more information about configuring this functionality, refer to the Deltek People Planner Integrations Guide. |