Creating assignments from projects

Sign in as Project Accountant, Project Administrator, or Project Manager.

For Project Accountant, select Project Management > Project List. Open a posting project and select the Assignment List tab.

For Project Administrator, select Setup > Project Setup. Open the enterprise structure and select the Hierarchy tab. Open a posting project and select the Assignment List tab.

For Project Manager, select Project List. Open a posting project and select the Assignment List tab.

Select Actions > Create

Specify this information:

Employment ID: Select the employee to assign to the project.
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 are overridden here. Only the dimensions that are different must be specified.

Click Submit.