Populating group effort

You can run an action to populate effort percentages from the average actual percentages. The last record is adjusted by the action for any rounding issues to a tenth of a percent when the average actual is not exactly 100.00%. Running the Populate Effort Percent action overrides any percentages specified manually. The Populate Effort Percent action can be run only when the system date is after the effort period end date. All labor periods must be processed for the effort period.

  1. Sign in as Project Accountant or Project Administrator.
  2. Select Project Processes > Labor Processes > Populate Effort Percent.
  3. Specify this information:
    Employee Group
    Select the employee group. An employee group is a custom group from the Employee business class that defines the group of employees for which to populate effort percent records. For example, you can create a group of employees by organization unit.
    Effort Schedule
    Select the effort schedule for the employees in the employee group that is used to populate effort percent records.
    Period
    Select the period for which to populate effort percent records.
  4. Click Submit.