Synchronization

People Planner and Maconomy has each its own database.

This means that any work that you do in Maconomy is not immediately available in People Planner.

Examples of this are:

  • When you create a job in Maconomy, you cannot plan on it before you have exported it to People Planner.
  • When you edit the budget of a job in Maconomy, and you add a new budget line, that line is not automatically available in the Budgeting Assistant.

In this case, the job in Maconomy and the project in People Planner are temporarily out-of-sync with each other.

Normally People Planner is configured to import all 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 synchronized between People Planner and Maconomy, you can “push” the project to People Planner.

You push a job to People Planner by clicking the Send Job to People Planner button.

It is available in various locations.

  • Jobs > Home > Information > Send Job to People Planner
  • Jobs > Budgeting > Budget > Actions > Send Job to People Planner
  • Jobs > Budgeting > Periodic Budget > Other Actions > Send Job to People Planner