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. Under the Jobs menu section, go to Jobs > Budgeting.
2. Use the search filter and/or the Search field to select a job.
3. In the Working Budget tab, under the Resourcing Actions menu, select the Update Resource Allocation from Resourcing.

   The import then runs.

   The result is displayed in the Resourcing workspace.

   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.