Employee Project Assignment – A Summary of the Activity
Through this activity the supervisor of the project defined in the “Maintain Project” activity, can map his subordinates to the projects’ for a specific range of dates. The reporting manager for the employee must have been defined in the “Record Primary assignment” activity of the “Employment Information” component. Also a PMO role user can define employee project assignment for all projects.
Maintaining involves recording the project, employee name, valid mapping dates, and the supervisor mapped to the employee. The system also retrieves the details of the selected employee upon selecting the employee.
The employees project assignment thus mapped can be retrieved and viewed by following any one of the search option:
· Quick search expedites the search, wherein you can enter the name of the project and the employee.
· Search Criteria allows you to enter multiple search criterion based on which the employee project assignment details are retrieved.
You are allowed to edit the details and save, if required.
Getting familiar with the pages inside
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Go to page… |
To carry out the task… |
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Select Employee Project Assignment |
Selecting ‘Employee Project assignment’ to maintain employee’s project assignment details. |
Maintaining Employee Project Assignment
Ø Select the “Employee Project Assignment” activity under “Time sheet Billing and Administration”.
The “Employee Project Assignment” page appears.
Ø Enter the following field details in the header:
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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. |
Ø The system displays the following in the header:
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Date Format |
The date format that is applicable to the login user. |
To map a project to employees
Ø Enter the following field details in the multiline:
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Project |
From the drop-down list box, select the required project. The combo is loaded with various options for you to choose. Mandatory. |
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Employee Code |
The unique code of the employee. Mandatory. Help facility available |
The system displays the following on selecting the employee code in the multiline:
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Employee Name |
The name of the employee. |
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Position |
The position held by the employee. |
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Department |
The department to which the employee belongs. |
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Work Location |
The work location to which the employee belongs. |
To map the same dates to multiple employees
Ø Enter the following field details in the “Default Options” multiline:
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Project Execution Location |
From the drop-down list box, select the required location. The combo is loaded with various work locations mapped to the project for you to choose. The system displays |
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Unit |
From the drop-down list box, select the required unit. The combo is loaded with various options for you to choose. |
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Customer Location |
From the drop-down list box, select the customer location. The combo is loaded with various locations for you to choose. Mandatory. Note: 4 When “Get” push button is clicked, this combo is loaded with relevant project customer’s location. When directly displayed in multiline, it loads all customer locations in list edit. 4 This field is not mandatory for non T&M projects. |
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Mapping From Date |
The date from which the project–employee mapping is applicable. Mandatory. |
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Mapping To Date |
The date until which the project–employee mapping is applicable. Mandatory. |
Ø Click “Default From All” pushbutton.
The system defaults the value in the “Mapping From Date” and “Mapping To Date” for all the employees in the multiline.
Ø Alternatively, enter the following field details:
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Mapping From Date |
The date from which the project –employee mapping is applicable. Mandatory. |
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Mapping To Date |
The date until which the project –employee mapping is applicable. Mandatory. |
Ø Enter the following field details in the multiline:
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Project Supervisor Code |
The code of the supervisor of the project. Mandatory.
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The system displays the following in multiline, on selecting the project supervisor code:
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Supervisor Name |
The name of the supervisor. |
Ø Enter the following field details in the multiline:
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Billable |
From the drop-down list box to specify whether the project assignment is billable or not. The system displays “Select”, “Yes” and “No” as options. Mandatory. |
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Resource Status |
From the drop-down list box, select the required resource status. The combo is loaded with various options (defined in user defined quick codes) for you to choose. |
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Capacity |
The capacity of the employee. |
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Role |
From the drop-down list box, select the role of the employee. This should be selected as “Not Applicable” if the billing rule associated with the project is “Fixed Monthly”. |
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Site |
From the drop-down list box, select the required site. The combo is loaded with the values “Onsite”, “Offshore” and “Onshore” for you to choose. |
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Allocation Percentage |
The effort allocated for an employee for project, specified in percentage. |
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Remarks |
Key in any remarks or feedback, if any. |
The system displays the following in the multiline:
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Already Allocated Percentage |
The effort already allocated for an employee on project, specified in percentage. |
Note: The employee cannot be mapped to the same project under different Project Managers for an overlapping set of dates.
Ø Click “Save” pushbutton to save the details entered.
To retrieve the employee project assignment using quick search
Ø Enter the following field details in the header:
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Project |
From the drop-down list box, select the project. |
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Employee |
The name of the employee. Help facility available |
Ø Click “Get” pushbutton.
The system retrieves the following field details in the multiline:
Project, Employee Name, Position, Department, Mapping From Date, Mapping To Date and Supervisor.
To retrieve the employee project assignment using multiple search criteria
Ø Enter the following field details in the “Search Criteria” group box:
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Position |
To view all the position containing specific characters, type in the starting character or characters of the position in any combination with wild card “*”. |
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Department |
To view all the department containing specific characters, type in the starting character or characters of the department in any combination with wild card “*”. |
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From Date |
To retrieve the records with the specific Mapping From Date, enter the From date. |
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To Date |
To retrieve the records with the specific Mapping To Date, enter the End date. |
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Supervisor |
To view all the supervisors containing specific characters, type in the starting character or characters of the supervisor in any combination with wild card “*”. |
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Site |
From the drop-down list box, select the required site. The combo is loaded with the values “Onsite”, “Offshore” and “Onshore” for you to choose. |
The system retrieves the following field details in the multiline:
Project, Employee, Position, Department, Mapping From Date, Mapping To Date and Supervisor.
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