Project assignments

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

This list shows rules that are used in project assignments:

• 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, the assignment date range must be 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 during which the employee does work on the project.
• Employees can have multiple project assignment records for the same project. Multiple project assignment records are used when the employee does not work on the project for a period of time. Multiple project assignment records are used when any of the project data is changed.
• If the project end date is moved to an earlier date, then the project assignment end dates are automatically adjusted.
• If the begin date on the project assignment is within the labor period, then the start date on the labor period is used as the project assignment date when labor distribution is processed. If all labor is processed, then begin date can be changed.
• If the project end date is extended, then the project assignment dates are automatically extended when the project assignment contains the same end date as the project.
• If salary encumbrance and labor distribution are used in Grant Accounting, then project assignment records are required. These overrides are defined on the project assignment and are the default values for each period record:
  • If a percentage of committed effort is specified on the project assignment, then that value is the default for planned effort to the employee's labor records on the project assignment. 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 labor period record on the project assignment. When you run the Distribute Labor action, the override finance structure is used to create the labor distribution entries.
  • The original payroll salary and wages finance structure is overridden when labor distribution entries are created. If no override is specified, then labor distribution entries are posted to the originating salary and wages account from payroll and the posting project.
  Note: The Encumbrance Option field on the system code for Grant Management must be set to Track in the finance enterprise group.
• If you use time and materials in Project Invoicing and Revenue, 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. When the Generate Invoice action is run, expense records that contain the employee number and units, in hours and days, are used to calculate the billable amount. If the employee's billable rate is changed during the project, then add a new project assignment with the new effective date and billable rate.