Resource Planning - Integration - Foundation (Cloud)
Classification
Data Types
People
Projects
Data Flow
Unidirectional; Foundation into Resource Planning only
Sync Frequency
Twice daily
Connection Requirements
Publicly accessible IP address or URL
Set of Foundation credentials
Database name
Provided
Four Resource Planning outbound IP addresses will be provided during implementation and will need to be whitelisted
Commonly Used Fields and Tables
Your Foundation database may feature tables and fields with naming conventions altered slightly from what is listed below. This list is intended to be a baseline/template and the integration will be tailored to match your system exactly.
People
Resource Planning Field | Foundation Field | Foundation Table |
|---|---|---|
First Name | first_name | Employees |
Last Name | last_name | Employees |
Status (Active, Pending, or Inactive) | record_status // date_terminated | Employees |
Employee ID | employee_no | Employees |
Address 1 | address_1 | Employees |
Address 2 | address_2 | Employees |
City | city | Employees |
State | state | Employees |
Zipcode | zip_code | Employees |
Phone Number | phone // cellphone | Employees |
email_address | Employees | |
Hourly Wage | pay_rate | Employees |
Date of Birth | date_of_birth | Employees |
Hired Date | date_hired | Employees |
Gender | sex | Employees |
Job Title | trade_no // trade_id | Employees |
Union | union_no // union_id | Employees |
Projects
Resource Planning Field | Foundation Field | Foundation Table |
|---|---|---|
Project Name | descriptions | jobs |
Status (Active, Pending, or Inactive) | job_status | jobs |
Project ID | job_no | jobs |
Address 1 | address_1 | jobs |
Address 2 | address_2 | jobs |
City | city | jobs |
State | state | jobs |
Zipcode | zip_code | jobs |
Start Date | job_start_date | jobs |
Est. End Date | completion_date | jobs |
Customer | customer_no | jobs |
Project Manager | project_manager | jobs |
Project Type | project_class_id | jobs |
See Also
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