Mapping Project Employee Activity Task

Select “Project Employee Activity Task Mapping” activity under “BPO Project Execution”.

The “Project Employee Activity Task Mapping” page appears.

To define project employee activity task mapping

Enter the following field details in the header:

Organization Unit

From the drop-down list box, select the required option. The combo is defaulted with the login OU for you to choose. Mandatory.

The system displays the following in the header:

Date Format

The date format that is applicable to the login user.

Note: All dates are derived from the user preference and displayed (for ex. DD/MM/YYYY, DD/MMM/YYYY, MM/DD/YYYY).

Enter the following in the header:

Project

From the drop-down list box, select the required project. The system loads all the projects for which employee project assignment has been defined in the respective OU and also the projects are loaded depending on role access rights. The system displays “Select” by default on launch of the page. Mandatory.

Note:

If the internal role assigned to the login deployment role is “Project Management Office (PMO)” then load all the projects for whom employee project assignment has been defined in the respective OU.
If the internal role assigned to the login deployment role is “Project Manager (PM)” then filter the projects for which Employee project assignment is defined, then further filter the projects to which the login user is mapped as Project Manager or Team Leader or Program Manager in the respective OU.
Load the projects for which the login user is mapped as timesheet supervisor in employee project assignment.

Enter the following field details under “Search Criteria” section:

Employee Code	To view all the employee codes containing specific characters, type in the starting character or characters of the employee code in any combination with wild card “*”.
Employee Name	To view all the employee names containing specific characters, type in the starting character or characters of the employee name in any combination with wild card “*”.
Activity/Process/Transaction	From the drop-down list box select the activity for which you require to view employee activity task mapping. The combo values are fetched on selecting the “Project”. Distinct of defined activity/process/transaction against relevant project is loaded. Mandatory. Note: Load the Task Descriptions saved against the relevant Activity/Process/Transaction. While arriving from saved data, expired records are not considered. They are not brought in multiline on UI of project
Billable	From the drop-down list box, select Billable (Yes/No) to retrieve the employee activity task mapping of the specific Billable status.
Task Description	The Task Description is defaulted with blank on launch of the page. The combo values are fetched on selection of Project. Distinct of defined Task description against relevant project is loaded. From the drop-down list box, select the task to retrieve the employee activity task mapping of the specific task. Note: The task description combo is reloaded on selection of Activity/Process/Transaction. Load the task descriptions saved against the relevant Activity/Process/Transaction. While arriving from saved data expired records which are not brought in multiline on UI of project is not considered
Site	The “Site” is defaulted with blank on launch of the page. The combo values are fetched on selection of Project. From the drop-down list box, select the site to retrieve the employee activity task mapping of the site. The combo is loaded with the values “Onsite”, “Offshore” and “Onshore” values for you to choose.

Click “Search” pushbutton. The project UI will bring saved records (except expired records). When any of the search criteria is entered, filter the search result set suitable to the search criteria entered and display the same in multiline.
Enter the following field details in the multiline:

Employee Code

The unique code of the employee. Mandatory. Only the employees mapped to the relevant project in Employee project assignment is brought in relevant help

Help facility available

The system displays the following in the multiline:

Employee Name

The name of the employee. Displayed on enter of employee code.

Enter the following field details in the multiline:

Activity/Process/Transaction	The combo values are fetched on selection of Project. From the drop-down list box select the activity/process/transaction (defined in user defined quick codes). Mandatory. Note: If projects billing rule is Productivity Based FTE/Hourly or Flat FTE/ Hourly or Internal Project then Activity process variable Quick codes are loaded. If projects billing rule is Transaction based or Transaction slab based then Process Transaction unit process variable Quick codes are loaded. If Projects billing rule is Outcome based or Outcome moving average then Transaction process variable Quick codes are loaded.
Task Code	The task code assigned against the activity for the selected employee is entered. Mandatory.
Task Description	The description for the entered task code. Mandatory.
From Date	The start date of the task. The From Date cannot be before employee allocation from date. Mandatory.
To Date	The end date of the task. To date cannot be after employee allocation to date and before From date. Mandatory.
Received Units	This value cannot be negative. This is mandatory for all billing rules except internal projects. Mandatory.
Client Location	The client location combo is loaded when Project is selected. All customer related locations are loaded in this combo. Mandatory. Note: The project is linked to PO and customer reference is available in PO screen. The Client Location will be Not applicable for internal projects as it is not linked to any PO.
System	This combo is loaded with the user defined quick codes. From the drop-down list box, select the required option. Mandatory.
Billable (Y/N)	From the drop-down list box, select any one of the following options. Mandatory. “Yes” indicates that the activity-task is billable for the employee. This option cannot be chosen for internal projects as it is always non billable “No” indicates that the activity-task is not billable for the employee.
Site	From the drop-down list box, select the required option. The combo is loaded with the values “Onsite”, “Offshore” and “Onshore” for you to choose. Mandatory. “Onsite” indicates that the site of the employee is onsite. “Offshore” indicates that the site of the employee is offshore. “Onshore” indicates that the site of the employee is onshore.
Planned Hours	The total hours planned for the project activity and task mapping. Ensure that the entered value is greater than or equal to zero for the employee. Note: The entered value for planned hours cannot be negative.

Click “Save” pushbutton to save the details entered.