The Assignment tab of the Project Center screen displays the assignment of employees, activities and expenses to each project.
The following are descriptions of fields on this screen:
Assign:
You can select any option—Employee, Activity or Expense—to view the respective lists in the grid. Depending upon the selection, you can view and assign employees, activity codes and expense codes to the selected project.
Assignment Grid
The fields that display in the grid are dependent upon your assignment selection.
Employee ID:
The ID of the employee who is available for assignment.
Employee Name:
The name of the employee who is available for assignment.
Assign:
Select this check box to assign an employee to the selected project.
Active:
Indicates the status of the listed items.
Sub:
This column indicates whether or not an employee, or timekeeper, is also a vendor.
Classifications:
Specify an employee's project title with this drop-down list.
Activity/Expense ID:
The ID of the activity/expense that is available for assignment.
Activity/Expense Description:
The description of the activity/expense that is available for assignment.
Billable:
If selected, it indicates the billable status of the activity/expense item. This status carries over to the Billing Review screen.
Control Billable:
Select this check box to make an activity or expense billable. This setting is automatically selected when you assign an activity or expense and is project specific.
Assignment Button Panel
Help:
Opens the Web Suite Help in the Project Center-Assignment section.
Save:
Click to save your assignment settings.
Cancel:
Click to exit this screen without saving your changes.
Refresh:
Click to update the grid with the most current information in the Web Suite database.