The Allocation feature in BillQuick allows project managers to assign tasks to employees to be performed within a specified time period.
To do so:
1. Open the Allocate Hours & Units screen from the Project menu.
2. Select View By: Employee and an employee ID from the dropdown list. You can also allocate employees and tasks to projects by opting for the View By: Project mode.
2. Select View By: Employee and an employee ID from the dropdown list. You can also allocate employees and tasks to projects by opting for the View By: Project mode.
3. Enter the desired Project ID, Item (activity or expense), allocated Units (or Hours) along with the Start/End Date.
4. Optionally, you can populate the grid by importing an existing budget to create the allocation. Select the From Budget option under the Tools button.
5. You can view this allocation on the Gantt chart below. Make it visible from the Tools button. The % Complete value is being calculated from the actual time recorded by the employee.
6. Send the task allocation directly to employees using the 'Send Allocation via Email' option from the Tools button. The attachment can then be downloaded by the employee as an appointment in MS Outlook.
7. Allocation provides a feedback about the employee's allocated and remaining hours on the time entry screen itself (at the bottom). You can also see this information on the Employee Allocation report.
8. Run the Revenue Forecast report from the Report Center. It provides a revenue forecast based on the allocation and default billing rates of the employees.
