Transfer Resource Forecast to Resource Planning
Explanation
This activity is used to transfer a resource forecast
version into Resource Planning. Only one resource forecast version can be
transferred per
project. Once it has been transferred, the version cannot be updated
further. The hours are transferred from the forecast to the resource
planning and further planning can be done in the Resource Planning
tab.
Prerequisites
- A resource forecast version in the Approved status should exist.
System Effects
- The resource forecast version is transferred into resource
planning. All the previous resource planning details will be removed and replaced with the
details of this
forecast.
- The Planned check box will be selected for the resource forecast
version.
Window
Project Resource Forecast
Related Window Descriptions
Project Resource Forecast
Procedure
- Open the
Project Resource
Forecast
window and query for a resource forecast version that you want to
transfer into Resource Planning.
- Use the menu option Transfer to Resource Planning.