To allocate employees to projects, admin go to PIM>select the employee>Project.
Click on Add button
Under the Project Allocation, please provide the following details:
1. Enter the start date and end date for the employee’s allocation to the project. 2. Select the project from the existing list, or add a new project (refer to the section “Establishing Projects for Each Customer). 3. Choose the percentage of allocation and the activity that the employee will perform from the dropdown menu for Project Role.
Click on SAVE to confirm and save the project allocation details.