Project assignments

Project assignment records are created to track employees who are assigned to the project.

If the begin and end dates are blank, then the default values from the project are used for the employee's project assignment dates. If the employee is assigned to work on the project for the full project period, leave the assignment date range blank. The default dates from the project are used. If the employee does not work on the project for the full project period, specify the date range that the employee will work on the project. Employees can have multiple project assignment records for the same project. Multiple project assignment records are used when there is a gap in time where the employee does not work on the project. Multiple project assignment records are also used when any of the project data changes. If the project end date is reduced, the project assignment end dates are automatically adjusted. If the labor period crosses the project assignment begin date, the project assignment date will use the labor period start date for processing labor distribution. The begin date can be changed if there is no unprocessed labor. If the project end date is extended, the project assignment dates are automatically extended if it has the same end date as the project.

If you use Grant Accounting salary encumbrance and labor distribution, then project assignment records are required. These overrides can be defined on the project assignment and are the default values to each period record:

• If you specify a committed effort percentage on the project assignment, it is the default value for planned effort to the employee's project assignment labor records. The planned effort percentage is used for salary encumbrance tracking.
• You can specify an override finance structure on the project assignment and on the project assignment split. The finance structure is used as the default value for each project assignment labor period record. When you run the Distribute Labor action, the override finance structure will be used when creating the labor distribution entries. The action overrides the original payroll salary and wages finance structure when creating labor distribution entries. If no override is specified, then labor distribution entries are posted to the originating salary and wages account from payroll and the posting project.

If you use Project Invoicing and Revenue time and materials, then project assignment records are required for employee billable rates. If a project billing method is time and materials, then specify the rate for the employee. The Generate Invoice action selects expense records that contain the employee number and units (hours/days) to calculate the billable amount. If the employee's billable rate changes during the project, add a new project assignment with the new effective date and billable rate.