Assign the Cost Center, Program, and Fund Time Allocation Directly to a Group of People

Here's how you directly assign the Cost Center, Program, Fund time allocation to a group of people.

  1. Go to My Client Groups > Time Management > Tasks > Allocation Assignments.
  2. Create the allocation assignment.
  3. On the Create Allocation Assignment: Assignment Definition page, complete these steps:
    1. In the Allocation Name field, search for and select Cost Center, Program, Fund.
    2. Add an assignment range with the start date of today.
    3. Click Next.
  4. On the Create Allocation Assignment: Person Assignments page, complete these steps:
    1. In the Group Name field, select RN in CA on Primary Assign.
    2. Click Search.
    3. To assign the allocation to all RN in CA on Primary Assign group members, click Next.
  5. On the Create Allocation Assignment: Review page, complete these steps:
    1. Review the assignment definition and ranges, and the person assignments.
    2. Click Save and Close.
  6. On the Allocation Assignments page, click Done.