Creating group encumbrance

Create group encumbrances to define salary encumbrance records for an employee group. The project assignment labor records that are in the status of Entered are used in the Encumber Salary action. The salary encumbrance is created based on the percentage that is specified in the Planned Percent fields.
  1. Sign in as Project Accountant or Project Administrator.
  2. Select Project Processes > Labor Processes > Create Encumbrances.
  3. Specify this information:
    Employee Group
    Select the employee group. An employee group is a custom group over the Employee business class that defines the group of employees for which to create encumbrance records. For example, you can define a group of employees by organization unit.
    Labor Schedule
    Select the labor schedule for the employees in the employee group that is used to create the encumbrances.
    From Period
    Select a period to begin the encumbrance date range. The default value is the period for the selected record.
    Through Period
    Select the through period to create the encumbrance records.
  4. Click Submit.