Transfer Resource Forecast to Resource Planning

Explanation

This activity is used to transfer a resource forecast version into Resource Planning.

The hours are transferred from the forecast to the resource planning and all the previous resource planning details will be removed and replaced with the details of the transferred resource forecast. Once transferred, further planning can be done in the Project Resource Planning page. Only one resource forecast version can be transferred per project.

Note that the resources are only transferred to activities in status Planned or Released.

Prerequisites

A resource forecast version in the Approved status must exist.

Activities in Planned or Released status must exist.

System Effects