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Non-labour time-phased data entry via workflow

Problem:

I'm trying to make a workflow that adds a new non-labour time-phase entry to a work item. (In the simplest case a custom function for non-financial users to add an expense to a task)

So I was thinking of using the custom action that would create a new item and have found the non-labour resource link item, which seems to be what I'm after. However, I have not been successful in finding what should go into the $RelatedLink field (screenshot attached) .

Robin Head Answered

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Did you figure this out?

The "Related Link" is the Direct Non-Labor Resource Link ("NonLaborResourceLinkDirect") that links the Non-Labor Resource to the work item. 

 

 

David Goulden

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Hi,

 

maybe a few more details about what else I'm trying to achieve:

 

I'm setting up a purchasing system via Clarizen that would add approved orders as an actual cost to the project (maybe even as budgeted/planned cost when it has been submitted). However, I currently can't find a way of updating the non-labour costs in the financial planning module via a workflow/custom action.

Robin Head 0 votes