Allocate Labor to Project using Role or Name
Integrated Investment Planning allows project owners and cost center owners to allocate resources to a project as role-based allocation or name-based allocation.
Labor allocation to project is done from Planning > Expenses > Labor Activity view.
- Select Project for labor activity allocation.
The Cost Center dropdown menu shows cost centers applicable to the selected project.
- Select a Cost Center.
Typically, this Cost Center is the funding source for the project.
Cost Center Cost Object is filled automatically as configured in the reference data.
- Select a Resource Cost Center.
This is the Cost Center which provides labor resources to work on the project.
- To allocate resources to a project as role based, select Project Labor Role to choose which
resource role you want.
For example, there is the Developer project labor role and that is the role you have allocated, which means any resource of that role can be assigned to work on the project.
- To allocate resources to a project as name based or specific labor resource from the Resource
Cost Center, select specific resource from the Resource dropdown menu.
Resource menu automatically filters to only resources from the selected Resource Cost Center.
- Select Activity Type.
Setting activity on the line sets the Charge Cost Center Account and Cross Charge Account based on the reference data configuration for Labor Activity Account.
To learn more, see Configure cross-charge
- Select Hours or FTEs from the FTE/Hours toggle button above the Labor Activity Expenses table. Enter the allocated labor either using FTE unit or Hours unit as per the selected toggle.Note: Data imported into this tab will honor the selected toggle. Ensure the alignment between that the data available in CSV and the selected toggle (FTEs/Hours).
- Data entered as FTE will be converted to Hours using the Working Calendar for the allocated resource.
To learn more about configuring working calendar, see Configure a working calendar.
To learn more about using calendars in labor planning, see Labor Allocation using Working Day Calendar.
Project labor activity expenses are generated on the Expenses > Summary view.
Resource Allocation for Submitted Resource Cost Center
Resource allocation is not allowed when a Resource Cost Center is locked or submitted.
The expected behavior for the Expenses > Classic/Old View and Expenses > New View when selecting a Resource Cost Center that is in locked or submitted state is explained below.
Resource Cost Center "Apps-Back Office" is in submitted/locked state and resource cost center "Apps-Line of Business" is not submitted.
Scenario 1: Remove the resource cost center that is submitted/locked on the Labor Activity line.
Expenses > Classic/Old View
From Expenses > Labor Activity tab, change the resource cost center from "Apps-Back Office" to "Apps-Line of Business". The line item is highlighted in red and the error message appears as shown.
Expenses > New View
Select the Resource Cost Center dropdown. You can see the indicator and information that the Cost Center is locked.
If you still choose the locked Cost Center, a validation error message appears as shown:
Scenario 2: Assign the resource cost center that is submitted/locked on the Labor Activity line.
Expenses > Classic/Old View
From Expenses > Labor Activity tab, change the resource cost center from "Apps-Line of Business" to "Apps-Back Office" to . The validation error message appears as shown:
Expenses > New View
From Expenses > Labor Activity tab, change the resource cost center from "Apps-Line of Business" to "Apps-Back Office" to . The validation error message appears as shown:
In all the above scenarios, the change will not be saved.