Resource Allocation

Select the “Direct Resource Allocation” activity under the “Project Execution” business component.

The “Resource Allocation” page appears.

Note: Clicking this icon available near certain fields takes you to the help page of the respective field.

Select from the following:

Mode

Use the drop-down list box to specify the mode of reporting. The options are “Project Employee Mapping”, “Employee Task Mapping”, “Miscellaneous Activity Mapping” and “Slab Rate”. The system displays “Project Employee Mapping” by default on the launch of the page.

When the Mode is selected as “Project Employee Mapping”

Enter the following details in the header:

Project Code

A unique code identifying the project which is in authorized status. Mandatory.

Click the “Get” pushbutton.

The system retrieves and displays the allocated details in the “Resource Allocation Details” multiline.

Enter the following details:

Employee Code From	The starting range of employee code from which you wish to search and retrieve the details.
Employee Code To	The ending range of employee code until which you wish to search and retrieve the details.
From Date	The starting date of the range from which you wish to search and retrieve the details.
To Date	The ending date of the range until which you wish to search and retrieve the details.

Click the “Default” pushbutton.

The system displays the following details in the “Resource Allocation Details” multiline.

Enter the following details in the “Resource Allocation Details” group box:

Employee Code

A unique code identifying the employee. Mandatory.

The system displays the following details in the “Resource Allocation Details” multiline.

Employee Name	Indicates the name of the employee.
Employee Type	Indicates the employee type as defined in the SCM Master, if HRMS is not integrated.

Enter the following details in the “Resource Allocation Details” group box:

Authorizing Employee Code

A unique code identifying the employee who authorizes the allocation details. Mandatory.

The system displays the following details in the “Resource Allocation Details” multiline.

Authorizing Employee Name	Indicates the name of the authorizing employee.
Slab rate	The flag to be checked if slab rate is applicable

Note: Authorizing employee should have only one user id mapped and should not be mapped to any other employee code.

Enter the following details in the “Resource Allocation Details” group box:

Resource Code	A unique code identifying the resource which is to be mapped with the specified project.
From Date	The date from which the mapping is effective. This date should be greater / equal to the project initiation date and greater / equal to the employee joining date. Mandatory.
To Date	The date until which the mapping is effective. This date should be greater / equal to the project initiation date and also greater / equal to the employee joining date. Mandatory.
Rate / Hour	The rate against the skill as set in the default skill.
Weekly Off	Indicates the weekly off days
Status	Indicates the latest status of the mapping. The status can be “Mapped” or “Allocated”, or “Booked”. Mapped – Indicates the Project Employee mapping. Allocated – Indicates the Employee Task mapping. Booked – Indicates the time booking against the Project – WBS ID.
Std. Hrs./Day	The standard hours per day for the project employee mapping.
Alt. Supervisor ID	A unique code identifying the alternative supervisor to allocate the resources against the project.

The system displays the following details in the “Resource Allocation Details” multiline.

Alt. Supervisor Name

Indicates the alternative supervisor name.

Click the “Assign” pushbutton to assign the project against an employee.

When the Mode is selected as “Employee Task Mapping”

Enter the following details in the header:

Project Code

A unique code identifying the project. Mandatory.

Click the “Get” pushbutton.

The system retrieves and displays the employee codes already mapped to the project and WBS in the “Resource Allocation Details” multiline.

Enter the following details in the header:

Employee Code From	The starting range of employee code from which you wish to search and retrieve the details.
Employee Code To	The ending range of employee code until which you wish to search and retrieve the details.
From Date	The starting date range from which the mapping is effective. Mandatory.
To Date	The ending date range until which the mapping is effective. Mandatory.

Click the “Default” pushbutton.

Enter the following details in the “Resource Allocation Details” multiline:

Employee Code

A unique code identifying the employee. Mandatory.

The system displays the following details in the “Resource Allocation Details” multiline.

Employee Name

Indicates the employee name.

Enter the following details in the “Resource Allocation Details” multiline:

Authorizing Employee Code

A unique code identifying the employee authorizing the task mapping.

The system displays the following details in the “Resource Allocation Details” multiline.

Authorizing Employee Name

The name of the authorizing employee.

Enter the following details in the “Resource Allocation Details” multiline:

WBS ID

A unique number identifying the work break down structure mapped to the project. Mandatory.

The system displays the following details in the “Resource Allocation Details” multiline.

Task Code	A unique code identifying the task.
Task Description	The detailed description of the task.

Enter the following details in the “Resource Allocation Details” multiline:

Resource Code	A unique code identifying the resource mapped to the employee for Project – Employee mapping.
From Date	The start date from which the mapping is effective.
To Date	The end date until which the mapping is effective.
Planned Hours	The planned hours of the resource for the task.
Rate / Hour	The WBS ID rate / hour applicable for the employee.

The system displays the following details in the “Resource Allocation Details” multiline.

Status	The status of the mapping.
Default Resource Code	The name of the resource.

Click the “Assign” pushbutton to map the employee against a task.

When the Mode is selected as “Miscellaneous Activity Mapping”

Enter the following details in the header:

Project Code

A unique code identifying the project.

Note: Project code should not be specified for Mode – “Miscellaneous Activity'.

Click the “Get” pushbutton.

The system retrieves and displays the details in the “Resource Allocation Details” multiline.

Enter the following details in the header:

Employee Code From	The starting range of employee code from which you wish to search and retrieve the details.
Employee Code To	The ending range of employee code until which you wish to search and retrieve the details.
From Date	The date from which the mapping is effective. Mandatory. This date should be greater / equal to the employee joining date.
To Date	The date until which the mapping is effective. Mandatory. This date should be greater / equal to the employee joining date.

Click the “Default” pushbutton.

Enter the following details in the “Resource Allocation Details” multiline:

Employee Code

A unique code identifying the employee. Mandatory.

The system displays the following details in the “Resource Allocation Details” multiline.

Employee Name

The name of the employee.

Enter the following details in the “Resource Allocation Details” multiline:

Authorizing Employee Code

A unique code identifying the authorizing employee. Mandatory.

The system displays the following details in the “Resource Allocation Details” multiline.

Authorizing Employee Name

The name of the authorizing employee.

Enter the following details in the “Resource Allocation Details” multiline:

Activity Code	A unique code identifying the activity for an employee- date range combination. Mandatory.
Activity Description	The detailed description of the activity. Mandatory.
Resource Code	A unique code identifying the resource.
From Date	The date from which the activity is valid for the employee.
To Date	The date until which the activity is valid for the employee.
Rate / Hour	The rate / hour applicable for the resource.

The system displays the following details in the “Resource Allocation Details” multiline.

Status

The status of the mapping.

Enter the following details in the “Resource Allocation Details” multiline:

Alt. Supervisor ID

A unique code identifying the supervisor for the resource.

The system displays the following details in the “Resource Allocation Details” multiline.

Alt. Supervisor Name

The name of the supervisor.

Click the “Assign” pushbutton to map the miscellaneous activities for the employee.

Note: If the status is Booked, deletion is not possible for the Date Range - Activity code or Date Range - WBS id combination.

When the Mode is selected as “Slab Rate”

Enter the following details in the header:

Project Code

A unique code identifying the project.

Click the “Get” pushbutton.

The system retrieves and displays the details in the “Resource Allocation Details” multiline.

Enter the following details in the header:

From Date	The date from which the mapping is effective. Mandatory. This date should be greater / equal to the employee joining date.
To Date	The date until which the mapping is effective. Mandatory. This date should be greater / equal to the employee joining date.

Click the “Default” pushbutton.

Enter the following details in the “Resource Allocation Details” multiline:

Resource Code	A unique code identifying the resource. Mandatory.
From Date	The date from which the activity is valid for the employee.
To Date	The date until which the activity is valid for the employee.
Slab Type	Use the drop-down list box to select the slab type for the resource. The combo is loaded with metadata value “Daily”.
Day Type	Use the drop-down list box to select the day type for specifying the slab rate. The combo is loaded with the values as defined in the “Maintain Codes” activity in “Masters” component.
Hrs. From	The starting hours from which the resource is allocated for the task.
Hrs. To	The ending hours until which the resource is allocated for the task.
Rate / Hour	The rate / hour applicable for the resource.

Click the “Assign” pushbutton to map the slab rate for the resources.