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Old Version 2

changes.mady.by.user Space Sync for Confluence

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New Version 3

changes.mady.by.user Chris Davies

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1

Click on ‘Edit' in the new Planning Period (formerly allocation project) that you want to make active

image-20240110-060920.png
2

Select a baseline date and click on ‘Update’

image-20240110-060810.png
3

Optional: If you have rate card loaded into TeamForm, then you will need to ensure the working days is also filled in

image-20240110-061252.png
4

Click on ‘Activate’

Info

Activate button won’t be available until baseline date is set

image-20240110-060907.png
5

Hard refresh the page in which you should see the old allocation project should no longer be active and the new allocation project should have the following symbol:

image-20240110-061010.png

In the description you should also see baseline, started and effective dates as well as Planner and Team Builder ticked

image-20240110-061102.png

6

Click on ‘Edit’ in the new Planning Period

7

Tick the ‘Enable realtime allocation’ box

image-20240110-061205.png

Related information

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cqllabel in ( "system-admin" , "workforce-planning" , "qbr" , "allocation-project" , "project" , "planning-period" ) and type = "page" and space = "OS"

...