Send for Resourcing

It is important to realize that the Maconomy web client and People Planner are in fact two separate applications, and that creating a job in the Maconomy web client does not mean that it is automatically available in People Planner.

First, it must be exported.

There are two ways to export jobs from the Maconomy web client to People Planner:

• Pushing the job from Maconomy to People Planner.
• Using a Scheduled Task running in People Planner, importing new and changed jobs.

Normally People Planner imports all of the 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 updated in People Planner, as well as in the Maconomy web client, you can “push” the project to People Planner.

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

To send a job to People Planner:

1. Navigate to Jobs > Budgeting, Jobs > Resourcing, or Jobs > Progress > Progress Evaluation.
2. Click the Resourcing menu and select Send for Resourcing.

   This action is especially useful when you are updating the budget in the Maconomy web client, and you also want to have it updated in People Planner.

Note: Maconomy has a system setting, Always Allow Send Action, which is selected by default in newer versions of Maconomy. If this setting is not selected, Maconomy only allows you to push the project once. Enabling this setting in Maconomy automatically makes the feature available in the Maconomy web client. After you have done this once, the Send for Resourcing button is disabled.

Note: The Send for Resourcing feature that pushes information from the web client to People Planner automatically also pushes Customer and Company data if Customer and Company are required fields, and they do not exist in People Planner.