Allocate Employees

Explanation

Use this activity to allocate an employee to a particular project.

It is possible to allocate an employee that belongs to a resource group to a project activity. If the resource has been planned on the activity, then the resource planning is updated with the employee allocated hours. If no resurce planning exists when the employee is allocated, then a resource planning line is created for that resource and updated with the allocated hours.

Employee allocations can be made for the duration of the activity, or alternativly as a fixed allocation where specific dates can be defined. Allocations made outside of the planned project activity dates are marked as Date Exception.

Allocating employees to project activities is typically done by a project manager or a project planner, but it is also possible for employees to allocate themselvs. This self-service option is avalible using My Project Employee Allocations page.

Prerequisites

System Effects