Assign Personnel to Periods
Use this screen to add the personnel expenses to your budget. Use the ‘Assign Personnel’ button to select a project person defined in the previous screen and enter their specifics like which cost element, revise the start and end dates if they should not be the default project dates, and there percentage of effort and charge. Add all the personnel that will recur in every project period so the system will populate their inflated salaries to the later budget periods when you use the Autocalculate Periods function. You should wait to Autocalculate ALL period 1 expenses, not after just adding the Period 1 personnel.
Standard budgets start by assigning project personnel to period 1, adding the non-personnel expenses (see next section), and then generating the ‘out-years’ using the Autocalculate Periods tool. Once the periods have been populated with the inflated salaries and other expenses, the user can open the individual budget periods to make adjustments, e.g. add a person that starts in P3 of a 5P project and apply their effort to later periods, add an equipment item in P2 only, change the calculated inflation amount of the travel expenses, add a subaward, etc.
On this screen – Project Personnel: