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07-22-2024 08:35 AM
Xanadu Patchrtp
We installed the Resource Management Workspace plugin and are trying to evaluate the change to resource assignments. We migrated resource plans to resource assignments. Is there something we need to do to "turn off" resource plans? We are still seeing resource plans on the time sheet portal. How do we switch this to use resource assignments instead of resource plans?
Thank you!
Solved! Go to Solution.
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07-24-2024 03:37 AM
In case anyone else runs into this...
It appears that the resource assignment creates an allocated resource plan with Resource Type of Attribute. That plan should show up on the time card. No change in this process. Initially, we did not see the resource plan populated on the time card in the time sheet portal was because the name field of the resource plan was empty. This is what is displayed. Once we updated the resource plan and populated the name field, it displayed as expected on the time sheet portal.
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07-24-2024 03:37 AM
In case anyone else runs into this...
It appears that the resource assignment creates an allocated resource plan with Resource Type of Attribute. That plan should show up on the time card. No change in this process. Initially, we did not see the resource plan populated on the time card in the time sheet portal was because the name field of the resource plan was empty. This is what is displayed. Once we updated the resource plan and populated the name field, it displayed as expected on the time sheet portal.
