Creating assignments from employees

You can add multiple posting project assignments to a specific employee.

  1. Sign in as Project Accountant, Project Administrator, or Project Resource.
  2. For Project Accountant, select Project Management > Labor Distribution. Select the By Employee tab to view amounts by employee, or select the By Period tab to view amounts by period.

    For Project Administrator, select Setup > Project Setup. Open the enterprise structure and select the Employees tab.

    For Project Resource, select Employees Labor Distribution and Redistribution.

  3. Open an employee and select the Project Assignments tab.
  4. Select Actions > Create.
  5. Specify this information:
    Project
    Select the posting project to assign to the employee.
    Role
    Specify the role for the assignment.
    Begin Date, End Date
    Specify the begin and end date for the employee assignment. If the begin and end date are blank, the default values from the project begin and end date are used.
    Committed Effort
    Specify the percentage of effort that is committed to this project for the employee. This value remains constant through the life of the grant. This value is used as the default value for project assignment labor records in the Committed Effort field.
    Billable Rate
    Use this field if you are using Project Invoicing and Revenue and the project contract has a billing method of Time and Materials. Specify the billable rate of the employee for the project contract. This rate is multiplied by hours to calculate the invoice amount for employee time.
    Labor Distribution Finance Structure
    The original employee home account finance structure where project employee salaries and wages were posted is overridden by the labor distribution finance structure. Only the dimensions of the finance structure that are different must be specified. For example, when wages are posted there is no account category specified. To add an account category, the dimension that stores the account category is the only field that needs to be added. Specify the account dimension for the wages to go to a different account. To post the wages to a different accounting entity or accounting unit, both accounting entity and accounting unit must be specified.
    Fringe Burden Code
    You can assign a fringe benefit burden code to the project. Fringe benefit burdens are created when you run the Distribute Labor action with the labor distribution transactions. A fringe benefit burden code can be assigned to the project employee or to the project.
    Fringe Burden Finance Structure
    Specify any changes to the finance structure for the fringe burden for the employee project assignment. Any changes to the default value is overridden here. Only the dimensions that are different must be specified.
    Fringe Encumbrance Finance Structure
    Specify the finance code block to use for the salary fringe encumbrance. Project is populated based on the project to which the employee is assigned.
  6. Click Submit.