When you use Period Frequency, you can only allocate actual employee realization in the Employee Realization application. In this case, you manually run Employee Realization on a regular basis: monthly, quarterly, or as needed.
To allocate actual employee realization when you use the Period frequency:
-
In the Navigation pane, select
.
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On the Employee Realization form, use the options to filter projects with employee realization.
-
On the Actions bar, click
Calculate.
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In the Project with Realization grid, hover on a project grid row entry that you want to edit and click
.
-
Review and edit the amounts in the
Employee Specific Unit Realization and
Labor Realization columns and then click
Save.
-
Click
Run and then click
Yes to confirm the action.
After you allocate
employee realization, the amounts display on the following reports:
- Employee Labor Detail (under the Employee report type)
- Time Analysis (under the Employee report type)
- Invoice Transaction Detail Report (under the Accounts Receivable report type)
If you re-run Employee Realization,
Vantagepoint replaces the previous allocation with a new allocation.