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Planview Customer Success Center

Is it possible to create a resource for a future date?

Yes. You can set a future effective date in the Organizational Information section in User Setup. The resource profile will be created immediately, but the resource will be unassigned (not assigned to a workgroup) and will not be able to sign into Changepoint.


The resource is assigned to the selected workgroup just after midnight on the effective date. Ensure that the Changepoint_CPEffectiveDates scheduled job is configured.