Allocating employees to project
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Select “Project Resource Allocation” from left pane.
The “Project Resource Allocation” page appears.
The system displays the following field.
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Date Format |
The date format applicable to the login user. |
Enter / select values in the following fields to identify employee / employees and the project.
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Employment Unit |
From the drop-down list box, select the employment unit in which the project is defined. The drop-down list box displays the employment units based on security permissions for the user. |
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Project |
Enter the project code. Help Available |
To allocate employees to a project
Enter / select the following fields .
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Employment Unit |
From the drop-down list box, select the employment unit to which the employee belongs. |
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Employee Code |
Enter the code of the employee. Help Available |
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Stage |
From the drop-down list, select the stage of the project. |
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Start Date |
Enter the start date of the assignment. |
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End Date |
Enter the end date of the assignment. If “End Date” field is not specified, the system defaults the end date of the project in this field. |
The systems defaults values in the following fields.
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Employee Name |
The name of the employee. |
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Assignment No |
The system allots a number to the assignment. Assignment number starts from two and is incremented by 1 for every new project allotted. |
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Department Description |
The short description of the department. |
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Position Title |
The short description of the position. |
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Job Title |
The short description of the job. |
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Grade Set |
The grade set. |
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Grade |
The grade. |
Select the “ Save” pushbutton to save the allotment data.
Click the "Get Details" pushbutton.
Edit the following fields in the multiline: “Employment Unit”, “Employee Code”, “Stage”, “Start Date” and “End Date”.
The system defaults values in the following fields: "Employee Name", "Assignment No", "Department Description", "Position Title", "Job Title", "Grade Set" and "Grade".
Select the “Save” pushbutton.
6 Hyperlinked topics below
Use this page to grant secondary assignments to employees.
To allocate employees to a project