How to split staff time across programs

Programs tracks how much of each person's time goes to each program. A program is a grant or anything an audit asks about.

Set each person's usual split

  1. Go to Programs > People.
  2. Enter Yearly pay, Fringe %, and Hours in a usual week. Click Save pay.
  3. Set their usual split percentages. Click Save split.

Add programs

On Programs > Programs, fill in Name, What it is, Restriction, Funder, and Grant number, then click Add program. Click Add an activity for the work done under it.

Confirm each week

  1. Go to Programs > This week.
  2. Use Previous week and Next week to pick the week, and pick the person.
  3. Click Use my usual split if the week was normal, or This week was different to change a day.
  4. Click Approve this week. That puts the cost on each program.

Programs This week with the usual split and Approve this week

Budget

Add budget lines for each program on The money tab.