Sogeti's E-Business Suite User manual

3.5 Update Assignments:

The process to update an assignment is similar to that of creating an assignment. Occasionally, there will be a need to change parameters on an assignment i.e. change the end-date on an assignment, correct Bill-rate information, update Utilization, etc. Follow the steps mentioned below to update assignments:

• Under Main Menu, click on Project Super User (click on Home to get to the Main Menu).
• Click on "Search Projects" in the Sub-Menu to find the particular project.

• Type in the Project Name in the field provided (this function works just as "contain" - any part of the project name can be entered) and click on "Go" .

• If using the "Advanced Search" option, enter in any or all of the following search criteria (each of these work like the Contain function) and click on "Go":
  • Project Name
  • Project Number
  • Long Name
  • Project Status

• Select the appropriate project by clicking on either the Name or Number.
• Once the Project is pulled up, click on the "Resources" tab.
• From the list, select the assignment that needs to be updated.

• A "Schedule" option now appears in assignment menu (next to Basic Information and Financial Information) which will bring up the duration of the assignment when selected.
• To change the end-date on the assignment, click on "Action: Update Duration" .

• Enter the new Start-date, End-date, and Status (this will always be "Provisional" ) and click on "Apply and Submit".

• Click on "Approve".
• Review schedule and click on " Continue with Conflicts" , if no changes need to be made.

• Now that the assignment has been extended, the project end-date needs to be greater than or equal to the assignment end-date.
• To extend the project end-date, click on "Projects" under Sogeti HR Superuser to bring up the Forms Interface.
• Search for the Project using "Project Number".
• Select the Project once found, and then click on "Open".
• Update the End-date in the "Trans Duration" section.
• Click on "Save" and then "OK" when the confirmation message comes up.