Before the auto-allocation process, user must assign the cost objects to labor resources. In order to apply the allocation, user is required to select a labor resource who has the auto-allocation. Labor resources with assigned auto-allocation that are not selected will not receive allocations. Only one labor resource can be allocated at a time.
Click the Allocations menu link to open the Allocate Labor screen.
If applicable, select a location from the Location drop-down list.
From the Allocate Labor screen, select an organization from the Organization drop-down list.
The All Group option in the Group drop-down list is selected by default. Select a specific labor group from the Group drop-down list.
Enter the date into the Date text box to display the labor resources with available hours and extra charges. Alternatively, select a date from the calendar. (see also Date Format)
Click a labor resource who has the auto-allocation from the Resources list box. The hours are displayed.
Ensure the allocate hours match the auto-allocation for the selected labor resource.