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Ideally, execute this process outside of regular business hours There are 4 key steps that must be executed in the order specified below |
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The following actions can only be done by a |
| 1 | Start from the TeamForm website On the top left part of the site, under the TeamForm icon. Click on the down arrow to select the specific |  | ||
| 2 | Go to Allocations (in Settings → Data integrations). |  | ||
| 3 | Set baseline date to latest index
menu: Data Integrations → Allocations → [Active Project] →Edit )→ Baseline date set, else will use the last date set (In other words, set this to the current date) → Update Note: The date box must be yellow to ensure that you have the latest worker HR people file. |  | ||
| 4 | Run recalculate baseline active allocation project Planning Period → click on recalculate allocated baseline button (another window will pop up, just confirm by clicking ‘OK’). An import will start. Once it finishes (wait for import success - might take a while). | |||
| 5 | Check that recalculation worked
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