Validating or canceling the validation of a scheduled item

DMF

250116 PROJECT SCHEDULE VIEW LINK EMPLOYEE TO PROJECT / PROJECT TASK

Validating a scheduled item means that the Validated box is checked in the item form. This box cannot be manually checked in the form. Once checked, the scheduled item can no longer be modified or deleted.

A scheduled item can be validated only if the employee assigned is not a resource linked to the project. However, if the planner has the DMF 250116, the employee is automatically added as a resource on the project when creating a scheduled item and then, it is possible to validate this item.

1 From the Timesheets & schedules menu, display the desired week from the List, Column or Table display.
2 Click on for the desired scheduled item, then on Validate.

Scheduled item selected is validated and identified thanks to the icon. Scheduled item can no longer be modified or deleted.

To cancel the validation, click on on the desired line, then on Unvalidate.

Note

When displaying the contextual menu for one scheduled item, only one option is available: Validate if the item has not yet been validated and Cancel validation if the item was already validated.