Changing effort schedules

Use this action to update employees who are assigned the labor schedule with the new effort schedule.

  • Project assignment records are created for labor records that are in a processed state.
  • The effort records are created under the new effort schedule.
  • Labor assignment records that are in a certified state are ignored and remain attached to the previous effort schedule.
  • Records in an entered, approved, or pending approval status are processed and then assigned the new effort schedule.
  • The new effort schedule must contain a begin date that is before the end of the first period of the labor schedule.
  1. Select Financials > Project Ledger > Setup > Project Setup.
  2. Click the Labor Schedules tab.
  3. Select the labor schedule and select Actions > Change Effort Schedule.
  4. Specify the New Effort Schedule and click Submit.