Associate a time card with a resource plan

If one resource is allocated to identically named tasks in two resource plans, use the following procedure to specify the resource plan the time card should be allocated to.

시작하기 전에

Role required: resource_manager

이 태스크 정보

• A resource plan can be associated with a time card only if the resource plan contains hard allocations for the user.
• If a resource plan isn’t associated manually to a time card, then a resource plan is auto-associated. The auto-association is done based on the selected Task in the time card.

프로시저

1. Navigate to the All > Time Cards > All.
2. Select a time card.
3. Configure the form to add the Resource plan field.
4. In the Resource plan field, select the plan to which the time card should be allocated.
   Only resource plans that contain the selected task are listed.

   그림 1. Time Card with Resource Plan

   

5. Select Update.

관련 개념

• Time zones in resource plans

관련 태스크

• Create a resource plan
• Use Resource Finder to analyze resource availability
• Create an operational resource plan
• Request resources
• Confirm a resource plan
• Confirm and allocate a resource plan
• Request a change to a resource plan
• Recalculate costs of a resource plan of a project or demand
• Update cost plan related to a resource plan
• Complete a resource plan
• Cancel a resource plan
• Delete a resource plan
• Extend a resource plan
• Request extension of an allocated resource plan
• Allocate resources for the extended period
• Reduce the duration of a resource plan