Create and Assign the Calculation Rule That Allocates Time to Cost Segments

To allocate time to cost segments, you need to create and run at least one time calculation rule. To run the rule, add it to a time calculation rule set and add the rule set to worker time processing profiles.

  1. In the Time Management work area, on the Tasks panel tab, click Rules.
  2. Create the time calculation rule to allocate time to cost segments.
    1. On the Rules page, click the Create icon.
    2. On the Create Rule dialog box, complete these steps:

      1. Complete the fields, as shown here.

        Field Value
        Name Start Time Allocations
        Template Type Time calculation rule
        Rule Template Name Time Allocation Template
      2. Click Continue.
    3. On the Create Rule: Initiate Time Allocations page, complete these steps:

      1. Complete the fields, as shown here.

        Field Value
        Description Start any time allocation calculations assigned to employees with time processing profiles containing this rule
        Match Total Allocated Hours with Hours Identified by the Allocation Yes
      2. Click Save and Close.
    4. On the Rules page, click Done.
  3. Link the time calculation rule to people.
    1. Add the Start Time Allocations rule to the appropriate time calculation rule sets using the Rule Sets task. If you use other time calculation rules to calculation regular and on call hours, position this rule after them in the rule set processing sequence.
    2. Add the time calculation rule sets to appropriate worker time processing profiles using the Worker Time Processing Profiles task.