Accrual Rule From date

The Accrue From date is used to determine when the accrual calculation starts for a particular accrual rule. For example, if a rule starts on April 1, 2007, time recorded prior to this date will not be included in the calculation for available hours left (displayed in the Accrual Information box).

 

The default Accrue From Date for the rule is the day it was assigned to an employee. For example, if a rule is assigned to Juan on June 1, the Accrue From Date for Juan will be June 1. If the same rule is assigned to Mary on July 15, the Accrue From Date for Mary will be July 15.

To change the start date for an accrual rule:

  1. Click the Project Assignments tab located in the Project Workspace view. The Project Workspace view is located in the Projects section of the side navigation bar.

    Verify that the Employees tab is selected in the employee list pane.


     

  1. Select the employee.

  2. Click the Properties button in the employee pane toolbar to open the properties window.

  3. In the properties window, click the Additional tab located near the bottom of the window.

  4. In the Accrual Information box, click the rule to modify to open the Accrual Adjustments window.

  5. Edit the Accrue From date.

  6. Click OK to close the Accrual Adjustments window.

  7. Click Done.