Project Team Allocation
Why should I use this form?
Use this form to allocate resources to a Project for a particular period.
Pre-requisites
· One or more active projects should be available
Who can access this form?
This form shall be visible to all employees to whom the visibility is given in Product Setup ® Module Role Mapping / Module Administration.
How to navigate to this form?
Point to Self Task menu, select Project Team Allocation under Timesheet.
1. Select Project Name from the drop down list. List of all the Projects that are maintained under ‘Activity Maintenance’ will be displayed in this field.
2. Select the date range for which you want to allocate resources by selecting From Date and To Date. By default, current date will be shown in these two fields.
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Employees cannot be allotted to the same project for a same date range. |
3. Click [Populate].
4. List of employees reporting to the logged in employee or employees under the logged in employee’s facilitation are populated in the form, along with the selected From Date and To Date. For example, if the From Date is selected as ‘15-Oct-2008’ and To Date as ‘16-Oct-2008’, when clicking the Populate button, the From Date for all the employees will be shown as ‘15-Oct-2008’ and To date for all the employees will be shown as ‘16-Oct-2008'. This feature enables you to apply the date to all employees in bulk. Otherwise, you have to select the dates for each and every employee.
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You can modify the From and To Dates for individual employees by clicking the date picker icon against respective employee. |
5. Select employee(s) by clicking the check box that you want to allocate to the selected project for the selected duration.
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All employees can be selected by clicking on the check box in the grid title. |
6. Click [Submit] to allocate selected employees.
7. Clicking [Reset] will refresh the form.
Routing and Approval
Allocated project will be available in Weekly timesheet, Project Team De-allocation forms.
