Application Administrator, Project Managers or Resource Managers can manage the employee assignment to projects. While Project Managers can assign employees to only those projects where they are the Project Manager the Application Administrator or Resource Manager can assign them to any active project. Activities which can be done on this tab are -
1. Assigning employees to project - this can be done either in bulk through excel upload or through a table
2. Removing employees from project
3. Maintaining data of Planned Loading %, Planned Hours, Billable / Non Billable flag, Rate for employees on a project
4. Maintaining cost and billing rates

An employee can be assigned to a project multiple times. For example he might work on a project from 1-Jan to 15-Feb and then again from 1-Mar. These tenures are recorded as separate assignments on the project and each will have separate Planned Loading %, Planned Hours, Billable / Non Billable flag, Rate details.

1. Assigning employees to a project
Employees can be assigned to a project either through a bulk mapping process or manually from the table. To map employees to a project select the name of project as shown below. You will see a list of all active employees in the company.

1. From Date – this is filled up by default by the earliest possible date from when the employee can be mapped to the project (Maximum of Date of joining and Project Start date and Previous Assignment End Date+1). You can select this as per your requirement
   
2. To Date – optional input, used to indicate the duration for which employee is being assigned, can be updated at any point of time
   
3. Planned Loading % – optional input, you can enter the loading being planned for the employee in terms of percentage of total time
   
4. Planned Hours - optional input, you can enter the total hours which are planned for an employee on the project for this assignment
   
5. Non-Billable - select this flag if the employee is not billable on this project
   

2. Click on "Add to Project" button on the last columns or select multiple employees and click on "Add to Project" button on top of the table to add employees to a project. Employees will receive an alert when they are added to the project

3. You can check the current assignment of the employee across all projects by clicking on the hyperlink on the Employee Name. A popup as shown below will open up

1. Pending timesheets are created from the week which corresponds to “From Date” till one week before the current week if the “To Date” is in future, or is empty
   
2. Pending timesheets are created from the week which corresponds to “From Date” till the week corresponding to “To Date” if the “To Date” is in past
   

Note – If employee is assigned to some other projects in past then anyway pending timesheets for that period would have been created or timesheets would have been submitted and there will be no change to those submitted / approved timesheets. If time has to be booked on approved timesheets for projects which have been mapped to an employee later then only Project Manager of the project can update (this is linked to Timesheet parameter "Allow updation of approved timesheet", refer article for more details.

3. Updating details of a mapped employee

1. Update To Date – If employee has be unassigned from the project enter the “To Date”, refer below
   
2. Modify Planned Loading % or Planned Hours - if for some reason the loading of employee has to be changed it can be done by using "Update Loading" action button and for each change a corresponding from / to date has to be provided
   
3. Deletion from project- if employee is to be removed completely from the project (the assignment is to be deleted) then click on the Delete button, this action can be performed only if there are not submitted or approved timesheets
   

1. Pending timesheets for the period for which the employee was earlier assigned but has now been unassigned will be removed
   
2. Alerts are sent the employees informing them of their roll off
   
3. Alert is sent to the Project Manager informing of the roll off
   

Note - You cannot remove to employee from a Default project. Refer article "Managing Projects" for more details.

4. Past Assignment

On this table you can review all past assignments where employees have rolled off from a project. You can update the Planned Loading %, Planned Hours and Non-Billable flag. If you want to reverse the roll-off you can use the Delete button, this will delete the To Data and assign the employee back to the project.

5. Resource Costs and Rates
Costs and rates for all employees who have been mapped to the project can be updated through the table as shown below.

The currency for costs and rates is picked up from the currency mapped to project.