How to cutover and activate a new planning period

1	Go to settings Click on ‘Data integration’ Click on ‘Open’ next to ‘allocations’
2	Click on ‘Edit' in the new Planning Period (formerly allocation project) that you want to make active
3	Select a baseline date and click on ‘Update’
4	Optional: If you have rate card loaded into TeamForm, then you will need to ensure the working days is also filled in
5	Click on ‘Activate’ Activate button won’t be available until baseline date is set
6	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
7	Click on ‘Edit’ in the new Planning Period
8	Tick the ‘Enable realtime allocation’ box

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