Recipe Catalog - Users: Create Allocations From Scheduled Hours

This recipe automatically creates allocations when scheduled hours are created or updated.

Overview

In Kantata, you can indicate how much a resource is planned to work on a certain project or task with allocated hours and/or scheduled hours. Allocated hours are defined at the project-level, while scheduled hours are defined at the task- or resource-level. For reporting, operational, or other reasons, you may want to keep allocated and scheduled hours in sync. This recipe automatically creates allocations when scheduled hours are created or updated.

After Importing the Recipe

1. In the Projects section on the left-hand section of the home page, select the Catalog Imports project.
   Note: If you moved a recipe to a different project, select that project instead.
2. Select the Settings tab.
3. Select the Project Properties subtab.
4. Select the Edit (“   ”) icon for the catalog_allocation_conflict_email_recipients project property. Do not include spaces.
5. For the Value, enter a comma-separated list of email addresses to notify when allocations cannot be created.
   Note: The email notification will come from mailer@workato.com and this is not changeable.
6. Select the Save (“   ”) icon.

Once you finish configuring the project properties, you can select Start recipe from the Assets list or Recipe Details page to allow the recipe to activate when a trigger event occurs.