Allocate Employees

Explanation

Use this activity to allocate an employee to a particular project, sub project or an activity.

Prerequisites

A project, sub project or activity must exist.

System Effects

• Employees are allocated to a project, sub project or activity.
• An allocated employee is reported as reserved for the allocation period, hence the employee's availability to perform other jobs or tasks is reduced.

Window

Project Navigator/Resource/Employee Allocation
Activity/Resource/Employee Allocation
Project Employee Allocations

Related Window Descriptions

ProjectNavigator/Resource/Employee Allocation
Activity/Resource/Employee Allocation
Project Employee Allocations

Procedure

1. Open the Project Navigator window.
2. Select the Resource tab window and click on the Employee Allocation tab.
3. Select from the project navigator the level where the employee will be allocated, i.e. from the project (root node), subproject or activity level.
4. Create a new record.  
5. If the employee is to be connected to a subproject and/or a specific activity, enter or select the appropriate sub project/activity from the list of values. (Note: In the Activity window, the allocation is done only on the activity level).
6. Enter an Employee ID or select one from the List of Values. Optionally, you can add a description of the allocated person in the Description column.
7. Enter the number of hours to be allocated in the Hours Allocated column. Alternatively use the % Allocated column if the employee has a time schedule set up in Human Resources.
8. You can enter the allocation period in the Date From and Date To columns. If any of these are left empty the early start date and/or the early finish date of the connected activity or relevant activities will be used as the allocation dates instead.
9. If the employee is allocated to an activity you have the option of connecting the employee to a desired resource group. You can select desired resource group from the list of values in the Resource Group field.
10. If you want to fix the allocation during the specified Date From and Date To dates, you have the option of doing so by checking the Fixed Allocation check box.
11. Save the record.

You can also perform this activity in the Project Employee Allocations window.