Resource Planner connector for Okou
Connect Resource Planner to read and manage workspace resources, projects, assignments, and time entries.
Engineering · Workspace API access key
Use Resource Planner in Okou
Resource Planner REST API for workspace resources, projects, assignments, and time entries.
Once connected, supported Resource Planner actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Resource Planner
- Create or update workspace resources and their membership settings. Inviting a resource can send an email.
- Create or update projects, including planning estimates and financial rate fields.
- Create or update assignments and their linked task details in the workspace.
- Read workspace time entries and bounded time summaries.
- Read people and resource records in the workspace.
- Read workspace projects and their planning metadata.
- Read workspace assignments and their optional filters.
How the Resource Planner connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Resource Planner
Choose Workspace API access key.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Resource Planner securely
Use the connection method that fits your account and grant only the access the workflow needs.
- Workspace API access key
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
Resource Planner connector questions
- What can Okou do with Resource Planner?
- Connect Resource Planner to read and manage workspace resources, projects, assignments, and time entries. Documented actions include: Create or update workspace resources and their membership settings. Inviting a resource can send an email. Create or update projects, including planning estimates and financial rate fields.
- How do I connect Resource Planner to Okou?
- Connect Resource Planner using Workspace API access key. The connection controls which supported actions a workflow can use.
- Can Resource Planner run in an automated workflow?
- Yes. After it is connected, supported Resource Planner actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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