Enable expense type on resource assignments

Resource assignments have the same expense type as the project or demand for which they’re created. Enabling expense type on resource assignments helps you to accurately expense different type of expenses for your work.

Before you begin

Role required: admin

Procedure

1. Active and execute the scheduled job.
   1. Navigate to All > System Definition > Scheduled Jobs.
   2. Filter the name field to locate and open Update task type planning attributes on resource assignments.
   3. Select the Active option to activate the schedule job.
   4. Edit the fields on the Scheduled Script Execution form to customize the job and meet your requirements.

      For more information about the field description and scripts, see Automatically run a script of your choosing.

   5. Select Execute Now to execute the scheduled job or select Update to save your changes.
2. Enable expense type on resource assignments.
   1. Navigate to All > System Definition > Tables.
   2. Filter the name field to locate and open the sn_plng_att_core_resource_assignment table for resource assignments.
   3. Select the Show List related link.
   4. Select the Personalize List () icon.
   5. In the Personalize List Column, add Expense type from the Available list to the Selected list.
   6. Select OK.

Result

Expense type field is enabled on resource assignments for the projects and demands. You can expense different expense types to record different work types such as Capex or OpEx.