When you have created a Work Allocation, choose how to make that allocation available to Team Members:
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Check the Active checkbox on the Work Allocation Edit page.
If the Timesheet Pattern has the Show Active Work Allocations checkbox checked, the Work Allocation is made available on Timesheets and can be selected by Team Members.
Once selected, the Work Allocation appears on Timesheets for a Team Member until a complete Timesheet for the Team Member has no time entries for that allocation—the Work Allocation is then removed from subsequent Timesheets until it is reselected.
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Set up a Work Allocation Assignment.
Work Allocation Assignments apply to Timesheet Patterns and can make a Work Allocation:
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Available for selection by all Team Members using the Timesheet Pattern when completing a Timesheet, by adding it to the selection box of available Work Allocations.
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Automatically available by all Team Members using the Timesheet Pattern when completing a Timesheet without the need to select the Work Allocation from a selection box. This option is useful for ensuring specific Work Allocations are always available on Timesheets, for example for an Infrastructure, Research, or Other Work category.
Work Allocation Assignments can apply to all Work Allocations— the Active checkbox on the Work Allocation Edit page does not have to be checked.
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