Create Time Allocations

Here's what you need to do for each source row:

1. Before You Start Creating and Assigning Time Allocations.
2. Go to My Client Groups > Time Management > Tasks panel > Time Allocations.
3. Complete one or more source rows.
   1. Specify whether to allocate someone's hours by percentages, hours, or equally. For hours-type allocations, further specify whether to summarize hours by day or period.
   2. Specify the time category that time allocation rules use to identify the person's hours to include and exclude.

      Here's a sample configuration of a source row.

      Processing Sequence	Allocation Type	Summation Level	Time Category
      1	Hours	Day	Union Time for OT

      The processing sequence identifies in what order the allocation rules evaluate time category conditions. You can enter your source rows in any order and reorder them as required to get the expected allocation output.

4. Configure the output columns by adding all relevant time attributes.
5. Complete one or more output rows.

   Here's a sample configuration of output columns and rows for the sample source row.

   Processing Sequence	Hours	Department	Fund
   1	20	1111
   2	20	2222
   3	999		3003

   The processing sequence identifies in what order to generate the allocation output. You can enter your output rows in any order and reorder them as required to get the expected allocation output.

   Tip: When the summation level is Day, the total hours should equal or exceed 24 hours. When the summation level is Time card, the total hours should equal or exceed the time card period. For example, if the period is weekly, the total hours should equal or exceed 168. A final hourly value of 999 safely covers any overflow for all summation levels because a blank value isn't valid.
6. Time Allocation Assignment.
7. How You View and Override Time Allocation to Cost Segments.