Interfacing Resource Assignments

Use this procedure to import resource assignment information from an external source to Project Accounting. If an assignment is for an equipment or AC Person resource that doesn't exist, the application will automatically create the resource record. You can also use this process to edit or delete assignments. For additional help, Project Accounting conversion file layouts and a conversion manual are available on the Documentation page on Infor Support Portal.

To interface resource assignments

  1. Prepare a comma-separated value (CSV) file containing the resources you want to interface. The file fields must match the order and data type of the fields in the Activity Resource Import ACIFRESC (UNIX/Windows) or DBACAFR (IBMi) file. This file layout is available on the Documentation page on Infor Support Portal.
  2. Transfer the CSV file to the server where your environment resides.
  3. Use the Import command to load the resource assignment data from the CSV file into the Activity Resource Import file. For instructions on using the Import command, see Lawson Administration: Server Setup and Maintenance.
  4. To review or check for errors, run Resource Interface (AC520) in non-update mode.
  5. To review or edit records in the resource interface file, use Resource Interface Adjustment (AC52.1).
    Note: When you interface resource records, you can specify whether each resource should be assigned to all activities in a list or to an activity group.
  6. Update the imported resources using Resource Interface (AC520).