An employee can be allocated to a project activity. Only employees who belong to one of the resource groups used in the resource planning of the activity can be allocated. Once an allocation is made, it is possible to compare the number of allocated hours to the number of planned hours. Optionally, an employee can be allocated more than once during a specific period.
The allocation of employees to project activities is separate from work
orders. If an employee is allocated to both a project and a work order
simultaneously, it will be considered as two different assignments or
allocations.
An allocated employee is reported as reserved for the
allocation period, reducing their availability for other jobs. Any employee
allocation is reported through IFS Human Resources (HR).
With regards to the status of the project or connected
activity:
When an employee is allocated to a project activity and at the same time a percentage of the allocation is defined, employee will be allocated to the project for that particular percentage within the earliest start and latest early finish date of all activities if no Date From/Date To has been entered.
An employee can be allocated based on the percentage of the employee schedule (defined in HR), upon which the number of hours between the Date From and Date To will be calculated. If entering a number of hours, the percentage allocated will be calculated instead.
It is also possible to lock employee allocations thus preventing the allocation from being moved even if the project plan is modified. If an employee allocation is fixed and the specified Date From/Date To is outside the activity/activities' Earliest Start/(Latest) Early Finish dates, it will be indicated as an employee allocation date exception.