I wanted to update this post with an email discussion I had with Alina a Workfront Technical Writer. My responses are noted in Bold Italics . I hope it helps others.
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Hi, Tracy,
Thank you for your question on this article (below).
The reason there is no mention of a Status in this article is because it should not matter: you should be able to edit the Resource Budgeting area of the Business Case, regardless of the Status of the project. However, this is not actually working in Production yet.
Yes Production is where I was having the issue. It was fixed in Preview (you can try it there to make sure) and it will be fixed with the Production release (October - November timeline). I have confirmed it works in Preview.
Right now, the workaround for this in Production is to edit your resources for that project that is not in a Current status in the Resource Planner.
I hope this is helpful, but please let me know if you have additional questions.
Also, I noticed that you made a comment on the Community site about this article as well. Unfortunately, if you want to do this manually yourself (and you are following the instructions in this article) what you said in Community is true: you will have to go to each project's Business Case and visually see that they match - this is stated in the article. I understand this is time consuming, and I am sorry about this.
Another option is to wait for the migration of data to be available (there is a note about this in the article - yes I was waiting on more info ) and that might make it easier for the transition. We will post updates on that migration on this article, just as soon as I have them.
My only concern about using the migration option is that it may migrate inaccurate data (and this could be a lack of understanding on my part). For example, our Legacy Resource hours are based on the project plan when it is scoped by a Business Analyst and approved by management. When the project is assigned and scheduled, there are times when modifications happen to the project plan due to Change Requests. Once the CR is approved, we update the project plan and only the Expenses area of the business case (not resourcing). My fear is that the migration won't migrate the Legacy Resources hours as documented in the Business Case, but more so the plan hours in the project overall thus creating a false labour cost and variance from the approved Business Case.
As you suggested above, I may try to use the Resource Planner using my Legacy Hours report (sample from the Community post) to get the manual migration done.
Those are legitimate fears. I have spoken with our Product Manager on this feature (Resource Planning) and he assured me that during the automatic transition, they will only transfer Budgeted Hours, and they will not touch Planned Hours at all. So, if you budget your hours in the Legacy Resource Estimates area, only those (your Resource Estimates) will transfer to the Resource Budgeting area (or Resource Planner).
~~ Tracy Fox Project Manager / Workfront SysAdmin Sykes Assistance Services Corporation
