Resource Management - Sourcing

Configure Allocation Integrations in Resource Management

Purpose

The Allocation Integrations setup defines how the Resource Management module interacts with the Timesheet Management process.
Through this configuration, administrators specify which allocation status triggers the automatic creation of timesheets.
These statuses are managed globally in the State Machine Contexts section under the Control Center, ensuring workflow consistency across the system.

Access Path

Main Menu → Control Center → Resource Management → Allocations → Integrations

Configuration Overview

This section contains a single parameter:

Field	Description
Status to Create Timesheets	Determines which allocation status will automatically generate corresponding timesheet entries. The list of available statuses (e.g., Worksheet, Submitted, Approved, Rejected) is defined under the State Machine Contexts setup.

Status Options

The available statuses in this dropdown are configured in:

Main menu → Control Center → General → State Machine Contexts

Within the Allocations context, administrators can define and customize the workflow of status transitions (e.g., Worksheet → Submitted → Approved → Rejected).
These same statuses appear in the Allocation Integrations parameter, allowing direct linkage between allocation workflows and timesheet creation logic.

Configuration Steps

Go to Resource Management → Allocations → Integrations.
Under Status to Create Timesheets, select the desired status (e.g., Approved).
Click Save to apply the change.

Once set, any allocation reaching the selected status will trigger timesheet generation automatically.

Example

Scenario: The organization wants timesheets to be created only after resource allocations are fully approved.
Configuration:
- In the dropdown, select Approved as the trigger status.
- When an allocation transitions to Approved, the system automatically generates the corresponding timesheet.

This ensures timesheets are created only after proper validation and approval, maintaining accuracy in time-tracking and billing.

Best Practices

Use Approved as the trigger status for most workflows to ensure validated data consistency.
Avoid using early-stage statuses (like Worksheet or Submitted) unless time entry needs to begin before approval.
Periodically review the State Machine Contexts setup to align statuses with process changes.
Keep the Integration configuration in sync with the organization’s approval policies.

Summary

The Allocation Integrations configuration in Resource Management ensures that timesheet creation is tightly controlled by workflow logic defined in State Machine Contexts.
This setup provides flexibility, process integrity, and alignment between resource planning and time-tracking processes.

Manage State Machine Contexts (Control Center)
Configure Allocation Approvers in Resource Management
Configure Resource Sourcing Parameters
Set Up Timesheet Rules and Approvals