Use the Project Center's Allocate tab to view the allocation of service hours and expense units for employees (and vendors) working on a project.
The following are descriptions of fields on this screen:
Activity ID:
Activity for which hours have been defined and allocated. Hours or units can be allocated to a group of items as well.
Hours:
The number of hours an employee can spend on the selected activity.
Expense ID:
Expense code for which units have been allocated.
Units:
The number of units the employee is allowed to use.
When hours/units are allocated to a group of activities/expenses, the value is applied to all the items in the group combined. For example, if the CAD activity group contains 7 items and you have allocated 10 hours to the group for a project, then the entire group is allocated 10 hours.
In case of an employee who has been allocated certain hours or units individually as well in a group, his individual allocation will take precedence over group allocation.
Start Date:
The start date for the allocation. This is the date when the employee is required to start work on the project and be monitored.
End Date:
The end date for the allocation. This is the date when the allotted task should be accomplished.
While calculating hours/units spent, Web Suite looks for the time entry/expense entry date to be greater than or equal to the Start Date. If Start date is blank, then this condition is not used. It also looks for the time and expense entry date to be less than or equal to the End Date. If End Date is blank, then this condition is ignored.
Grid
Edit:
Click to edit a listed employee or vendor's allocation settings.
Employee ID:
The ID of the employee or vendor who has been allocated certain hours or units for the selected project.
Project ID:
Displays the project ID for which hours/units have been allocated.
ID:
Activity or Expense ID.
Units:
Displays the number of hours/units allocated for a listed employee.
Expense:
This read-only check box is selected when an expense item has been allocated.
Group:
This read-only check box indicates whether or not an allocation has been made for an employee or vendor group.
Allocate Button Panel
Help:
Opens the Web Suite Help in the Project Center-Allocate section.
Update:
Click to save your allocation settings.