Auto fill a resource plan on time sheets for task work SCTASK/INC

[Chris Petrone]

Hello all,

I have a request that is requiring auto filling/selecting the resource plan on users time sheets when task work time cards are added.

For example, if you add a time card to a time sheet from the 'Other' category (Admin, Meeting Time Off, etc) it will auto assign the associated Resource plan for that employee. But when task work from an INC or SCTASK is added to the time card, Resource plan does not get auto populated and has to manually be set for each separate task time card.

Is there a way to populate this automatically when the task worked time card is added to the time sheet?

[pavani_paluri]

Hi @Chris Petrone ,

You can create a Business Rule on the Time Card table so that when a new time card is created:

If it’s linked to a task (INC, SCTASK, etc.), the rule looks for the correct Resource Plan for that user and task/project. If it finds a match, it fills it in automatically.

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Kind Regards,

Pavani P