How does the Transaction Class affects the Populate from Investment Team action?

Document ID : KB000055004
Last Modified Date : 14/02/2018
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Description:   
I can't figure out how the Transaction Class affects the Populate from Investment Team functionality. I have tried adding individual resources to a team, but they are never included in the allocations for planned values.  


Solution:  
The Transaction Class is defined on the Resource, Financial Properties page. When you Populate from Investment Team for Allocations, the application should carry over all Allocation totals for the fiscal period based on the Resources with the specified Transaction Class. When you Populate from Task Assignments, the application should carry over all Estimate totals for the fiscal period based on the Resources with the specified Transactions Class.  If the 'Transaction Class' is used as a column in the matrix for determining the rates and costs, you may encounter a message during the population of the planned values if there are Resources or Roles that do not have a value selected for this field.