Update Resource Allocation from Resourcing

You can import planning from People Planner to form a periodic budget for hours, cost, and revenue specified all the way down to the individual employee level.

Note: The availability of this action depends on the Advanced Planning configuration in Maconomy.

To perform this import:

1. Navigate to Jobs > Jobs.
2. Select the job by double-clicking on it in the Job List.
3. Click the Budgeting tab, and then click the Budget tab.
4. Under the Resourcing Actions menu, select the Update Resource Allocation from Resourcing.

   The import then runs.

   The result is displayed in the Resource Allocations tab.

   The numbers are based on the bookings in People Planner. These are aggregated on the month level and are then imported into Maconomy as the Quantity.

   The Cost is then calculated by multiplying the imported Quantity by the Cost of the employee if it is the same company, or by the Intercompany Price if it is a different company.

   Similarly, the Billing Price is calculated by multiplying the Quantity by the Billing Price of the employee.