Allocate Employee Realization by Period Frequency

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:

  1. In the Navigation pane, select Billing > Employee Realization.
  2. On the Employee Realization form, use the options to filter projects with employee realization.
  3. On the Actions bar, click Calculate.
  4. In the Project with Realization grid, hover on a project grid row entry that you want to edit and click .
  5. Review and edit the amounts in the Employee Specific Unit Realization and Labor Realization columns and then click Save.
  6. 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.