Sogeti's E-Business Suite User manual

3.3Add Assignments:

Once the above steps have been completed and the project has been setup, resources have to be assigned against it. In order to do so, the below mentioned steps have to be followed:

• Click on the "Resources" Tab.
• Select "Add Assignments" from the Actions drop-down menu and click on "Go".

• Enter the required fields. The following options appear for the fields:
  1. Role: Consultant, Consultant - OT, and Project Manager.
  2. Team Role: This will default to the option chosen under Role.
  3. Start-date: Start date of the assignment. Defaults to project start date.
  4. End-date: End date of the assignment. Defaults to project end date.
  5. Person: Has to be selected from the pool of resources.

• Enter the appropriate Utilization under Calendar, only if resource will be billing less than 100%.
• After the Basic Information has been entered, click on "Financial Information" to enter Bill-Rate.
• Select "Rate" and enter the Bill-rate and currency (this is always USD).
• Once entered, select "Apply and Submit for Approval" .

• Once submitted, the screen will show the parameters selected and the name of the resource time and expense approver (this will be the same as Supervisor entered under the resource information during set-up in HR).
• After Review, click on "Approve" .

• If there are any schedule conflicts, it will be shown on the following screen (after the Approve button has been clicked).
• If there are changes, please click on "Cancel" and make appropriate changes.
• If no changes have to be made, then click on "Continue with Conflicts".