Creating project assignments

You can assign posting projects to employees who were previously created in Project Ledger.

  1. Select Financials > Project Ledger > Setup > Project Setup.
  2. Click the Structure tab.
  3. Open a project structure and click the Hierarchy tab.
  4. Open a posting project and click the Assignment List tab.
  5. Click Create.
  6. Specify this information:
    Employment ID
    Select a project employee.
    Role
    Specify the role for the assignment.
    Begin Date
    Specify the begin for the employee assignment. If the begin and end date are blank, then the default values are from the project begin and end date.
    End Date
    Specify the end date for the employee assignment.
    Committed Effort
    If you are using Grant Accounting, specify the percentage of effort that is committed to this project for this employee. This value must remain constant through the life of the grant. This value is used as the default value for project assignment labor records in the Planned Effort field.
    Billable Rate
    Specify the billable rate of the employee for the project contract. This field is required if you are using Project Invoicing and Revenue and the project contract has a billing method of Time and Materials. This rate is multiplied by hours to calculate the invoice amount for employee time.
    Labor Distribution Finance Structure
    Specify the finance structure for labor distribution for the employee project assignment. If a labor distribution finance structure is specified on the posting project, changes can be overridden by the field value specified here. Only the dimensions that are different must be specified.
    Fringe Burden Code
    Specify the fringe burden code if it is different from the default fringe burden code for this employee project assignment.
    Fringe Burden Finance Structure
    Specify changes to the fringe burden finance structure for the employee project assignment. Changes to the default value are overridden by the field value specified here. Only the dimensions that are different must be specified.
  7. Click Submit.