How to cutover and activate a new planning period
1 | Click on ‘Edit' in the new Planning Period (formerly allocation project) that you want to make active | |
2 | Select a baseline date and click on ‘Update’ | |
3 | Optional: If you have rate card loaded into TeamForm, then you will need to ensure the working days is also filled in | |
4 | Click on ‘Activate’ Activate button won’t be available until baseline date is set | |
5 | Hard refresh the page in which you should see the old planning period should no longer be active and the new planning period should have the following symbol: In the description you should also see baseline, started and effective dates as well as Planner and Team Builder ticked |
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6 | Click on ‘Edit’ in the new Planning Period |
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7 | Tick the ‘Enable realtime allocation’ box |
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