Copying a project assignment from an employee

Use this procedure to copy project assignments, including splits, to a new employee or to a new project.

  1. On the Employees page, click the Project Employees tab.
  2. Open a Project Employee and select the Project Assignment tab.
  3. Select a project and click Copy Assignment.
  4. Specify this information:
    Project
    To add a project to the employee assignments, select a posting project.
    Employee
    To add an employee to the employee assignments, select a project employee.
    Project Role
    Select a project role for the new project or employee.
    Begin Date
    The current project dates are the default. To add a project to the assignments, verify that the beginning and end dates are within the new project date range. To add a new employee to the project assignments, verify that these dates are correct for the new assignment for the employee.
    End Date
    The current project dates are the default. To add a project to the assignments, verify that the beginning and end dates are within the new project date range. To add a new employee to the project assignments, verify that these dates are correct for the new assignment for the employee.
    Committed Effort
    Specify the percentage of effort that is committed to the new project and employee. This value must remain constant throughout the life of the grant. This value is used as the default in the Planned Effort field for project assignment labor records.
    Billable Rate
    Specify the billable rate for the new employee or project for the contract. This field is required for Project Invoicing and Revenue if the project contract contains the billing method in Time and Materials. To calculate the invoice amount for employee time, this rate is multiplied by hours.
    Labor Distribution Finance Structure
    Specify the finance structure for labor distribution for the employee project assignment. If a labor distribution finance structure is specified on the posting project, changes can be overridden by this value. Specify the dimensions that are different.
    Burden Code
    Specify the fringe burden code if it is different than the default fringe burden code for the employee project assignment.
    Fringe Burden Finance Structure
    Specify changes to the fringe burden finance structure for the employee project assignment. Changes to the default value are overridden by this value. Only the dimensions that are different must be specified.
    Fringe Encumbrance Finance Structure
    Specify the finance structure for salary encumbrance for the employee project assignment.
    Copy Assignment Splits
    Select this check box to copy the current project employee assignment splits. Changes to the split finance structures can be updated after the record is copied.