Copying a project assignment from an employee project
-
Select .
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Open a Posting project record and select the Assignments tab.
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Select the employee and click Copy
Assignment.
- Specify this information:
- Project
- To add a project to the project assignments, select a posting
project.
- Employee
- To add an employee to the project 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.