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Assignments Dialog Box

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The Assignments dialog box displays by clicking Activity DetailsDown , selecting Activity Details, and selecting Assignments Assignments.

Assignments Tasks

Assigning resources and roles to tasks

In the Assignments dialog box, you can set resources and roles. See Add, delete, or edit resource and role assignments.

For more detailed information about assigning resources, see:

Controlling placement of the dialog box

You have full control of the placement of the Assignments dialog box in the Activities page. By dragging and dropping the dialog box or using the controls available in the title bar of the dialog box, you move, dock, or reduce the dialog box to a tab that displays, by default, under or can be moved to the right of the Gantt chart. See Customize activity views for more information.

 

Field Definitions

Maximize the dialog box - Maximize
Maximizes the dialog box to the full area of the Activity page.
Restore dialog box from maximized state - Restore from Maximized State
Restores the dialog box to its default size.
Float the dialog box - Float
Resizes and makes the dialog box able to be dragged and dropped within or outside the browser, referred to as Float State.
Restore from float state - Restore from Float State
Restores the dialog box from Float State and positions it within the window.
Note: Dragging and docking the dialog box creates the same results as Float and Restore from Float State controls.
Auto Hide - Auto-hide
Hides the contents of the dialog box by reducing the view to a tab. Clicking the tab restores the view of the dialog box.
Toggle Auto Hide - Toggle Auto-hide
Prepares the dialog box for the Auto-hide state. This toggle serves as an state in between the tabbed state and the restored state of the dialog box.
Exit the dialog box - Exit
Closes the dialog box.
Save - Save
Saves changes made in the Assignments dialog box.
Assign Resource - Assign Resource
Assigns a resource to a task.
Assign Role - Assign Role
Assigns a role to a resource.
Request Resources - Request Resources
Displays the Open a request for a resource dialog box in which you can select criteria and search for a resource to assign to an activity.
Delete - Delete Assignment
Removes the selected assignment.
Column Selector - Column Selector
Provides a list of fields you can display in the Assignments dialog box by marking the check box of each field you want to display.
Possible fields to display in the Assignments dialog box include:
Resource
Shows the name of the assigned resource. Double-clicking in the Resource cell displays Browse the Browse icon. Clicking the Browse icon opens the Resource dialog box, in which you can select a resource to work on an assignment.
Resource ID Name
Shows the unique identifier of the resource.
Role ID Name
Shows the unique identifier of the role of an assigned resource.
Resource Type
Shows the type of resource, for example, Labor.
Role Name
Shows the role of an assigned resource. Double-clicking in the Role Name cell displays Browse the Browse icon. Clicking the Browse icon opens the Select Role dialog box, in which you can select the applicable role of a resource.
Primary Resource
Indicates, by a marked checkbox, the primary resource of the activity -- the person responsible for the work on the activity and for reporting activity status.
Proficiency
Specifies the skill level of the resource: Master, Expert, Skilled, Proficient, or Inexperienced.
Planned Units
Shows planned, budgeted work units for the activity.
Actual Units
Shows actual units taken to complete the assignment.
Remaining Units
Shows remaining units for completing the assignment.
At Completion Units
Shows labor units at completion of the assignment. See the Performance Status Page for more information.
Planned Units/Time
Shows planned units per time at which the resource is expected to work on this activity. For example, a person assigned full time would work for 8 hours per day (8h/d).
Remaining Units/Time
Shows the number of work units the resource needs to complete the selected activity. (Remaining Units = Budgeted or Planned Units – Actual Units).
Planned Duration
Shows the Duration Percent Complete for the project.
Actual Duration
Shows the actual number of days required to complete the assignment.
Remaining Duration
Shows the remaining number of days to complete the assignment within the planned duration.
Price/Unit
Shows the price of work to be completed per unit of time.
Planned Cost
Shows the planned cost of work required for the assignment to be completed.
Actual Cost
Shows the actual cost of work required for the assignment to be completed.
Remaining Cost
Shows the costs remaining toward completing the assignment.
At Completion Cost
Shows costs remaining at the completion of the assignment.
Curve
Shows the defined resource curve used for planning resource allocation and distribution.
Rate Source
Shows the resource rate applied to an activity. The Rate Source, along with the Rate Type, determines the price/unit value used to calculate costs for the activity.
Rate Type
Shows the type of rate applied to the activity, for example, Price per Unit or Cost per Quantity.
Cost Unit Linked
Shows linkages between costs and units related to the assignment, indicated if the checkbox is marked.
Drive Activity Dates
Shows resource assignment dates that drive the activity dates when the resource assignment dates change.
Cost Account
Shows the cost account from which the assigned resources are paid.
Search Criteria
Displays the search criteria column, which lists the option, Yes or No, indicating when search criteria is available. Clicking either link opens the Open a request for a resource dialog box, which displays relevant search criteria if the seach criteria indicator is Yes and empty fields in which to enter criteria if the indicator is No.
Previous Activity - Previous Activity
Scrolls up through the list of assignments displayed in the Gantt chart to show related information in the Assignments dialog box.
Next Activity - Next Activity
Scrolls down through the list of activities displayed in the Gantt chart to show related information in the Assignments dialog box.