Project assignments control which employees are assigned to a project.
This screen allows you to assign new or modify existing employee assignments for a project.
Note: The Project Assignments screen is only available if the project's 'Assignment Type' is set to 'Project Specific'. If the 'Assignment Type' is set to 'Assign to All Employees', all employees in your system will be able to charge time and expenses to all tasks within this project. For more information on the 'Assignment Type' option see Projects.
Use Available Employees to assign one or more employees to the project. Use Project Assignments to review employees who can charge time to the project.
Options and field descriptions #
Available Employees – The list of employees that are available and ready to be assigned to the project.
Billing Rate – Allows you to specify a billing rate (per hour) for all time charged to the project (any task) by the selected employee(s). See How rates are applied for more information on how rates are applied in the system.
Assigning an Employee to a Project #
- Browse to Admin, select Projects, and then select Projects.
- Select a project from the list provided.
- Select New Assignment to assign an employee.
- Select any number of employees from the list of Available Employees.
- Provide any additional data in the remaining optional fields.
- Select Save.
Modifying an Employee Already Assigned to a Project #
- Browse to Admin, select Projects, and then select Projects.
- Select a project from the list provided.
- Select an employee from the 'Assignments' section within the project tree on the left.
- Provide details in the project assignment fields.
- Select Save.