Available Columns of the Assignments PageOverview The following is a comprehensive list of all the columns/fields available to add to the table on the Assignments page. Screen Elements Costs category Actual Cost field The actual non-overtime plus overtime cost for the resource assignment on the activity. Calculated as Actual Regular Cost plus Actual Overtime Cost. Actual Overtime Cost field The actual overtime cost for the resource assignment on the activity. Calculated as Actual Overtime Units multiplied by Cost Per Time multiplied by Overtime Factor. Actual Regular Cost field The actual non-overtime cost for the resource assignment on the activity. Calculated as Actual Regular Units multiplied by Cost Per Time. Actual This Period Cost field The labor, nonlabor, and material costs incurred during this financial period. If period performance is stored, the calculation is Actual Cost minus the sum of the stored Actual This Period Cost fields for all previous periods. If the period performance is not stored, Actual This Period Cost is the same as Actual Cost. At Completion Cost field The sum of the actual costs plus remaining costs for the resource assignment on the activity. Calculated as Actual Costs plus Remaining Costs. Planned Cost field The planned cost for the resource assignment on the activity. Calculated as Planned Units multiplied by Price Per Time. Remaining Cost field The remaining cost for the resource assignment on the activity. Calculated as Remaining Units multiplied by Cost/Time. Staffed Remaining Cost field The remaining cost for resource assignments that have a filled role. Unstaffed Remaining Cost field The remaining cost for resource assignments that do not have a filled role. Dates category Activity Finish field The finish date of the activity to which the assignment belongs. This is the planned finish if the activity has not started, the remaining finish if the activity is in progress, or the actual finish if the activity has completed. Activity Start field The start date of the activity to which the assignment belongs. This is the planned start date if the activity has not started, the remaining start date if the activity is in progress, or the actual start date if the activity has started. Actual Finish field The date on which the activity is complete. Actual Start field The date the resource began work on the activity, if the activity has started. Finish field The date the resource is scheduled to finish work on the activity. For completed activities, this is the actual finish date. For not started and in-progress activities, this is the planned finish date if the project has not been scheduled. When scheduled, the finish date field is set to the remaining early finish date. Planned Finish field The date the resource is scheduled to finish working on the activity. This date is calculated by the project scheduler but can be updated manually by the project manager. This date is not changed by the project scheduler after the activity has been started. This is the finish date that Timesheets users follow and that schedule variance is measured against. Planned Start field The date the resource is scheduled to begin working on the activity. This date is calculated by the project scheduler but can be updated manually by the project manager. This date is not changed by the project scheduler after the activity has been started. This is the start date that Timesheets users follow and schedule variance is measured against. Remaining Early Finish field The date the resource is scheduled to finish work on the activity. This date can be updated manually by the user. Before the activity is started, this date is the same as the planned finish. Remaining Early Start field The date the resource is scheduled to begin work on the activity. This date can be updated manually by the user. Before the activity is started, this date is the same as the planned start. Remaining Late Finish field The latest possible date the resource must finish the activity to not delay the project finish date. This date is calculated by the project scheduler base on activity relationships, schedule constraints, and resource availability. When the activity is complete, this field is blank. Remaining Late Start field The latest possible date the resource must begin the activity to not delay the project finish date. This date is calculated by the project scheduler based on activity relationships, schedule constraints, and resource availability. Start field The date the resource is scheduled to start work on the activity. For a not started activity, this is the planned start date. For a started activity, this is the actual start date. Durations category Actual Duration field The total working time from the assignment actual start date to the actual finish date for completed assignments, or the total working time from the actual start date to the current data date for in-progress assignments. At Completion Duration field The total working time from the activity's current start date to the current finish date. The current start date is the planned start date until the activity is started, then it is the actual start date. The current finish date is the activity planned finish date while the activity is not started, the remaining finish date while the activity is in progress, and the actual finish date once the activity is completed. The total working time is calculated using the activity's calendar. Planned Duration field The total working time for the resource assignment on the activity, from the resource's planned start date to the planned finish date. Planned Lag field The planned time lag between the activity's planned start date and the resource's planned start date on the activity. If the resource is planned to start work when the activity is planned to start, the planned lag is zero. Remaining Duration field The remaining working time for the resource assignment on the activity, from the resource's remaining start date to the remaining finish date. The remaining working time is calculated using the calendar determined by the activity type. Resource dependent activities use the resource's calendar, other activity types use the activity's calendar. Before the activity is started, the remaining duration is the same as the original duration. After the activity is completed, the remaining duration is zero. Remaining Lag field The time lag between the activity's remaining start date and the resource's remaining start date on the activity. If the resource's remaining work starts on the activity's remaining start date, the lag is zero. Before the activity is started, the remaining lag is the same as the planned lag. General category Activity ID field The unique identifier of the activity. Activity Name field The name of the activity. Activity Status field The status of the activity. Valid values are Not Started, In Progress, Completed. Activity Type field The type of activity, which determines how duration and schedule dates are calculated for an activity. Task Dependent: Activities are scheduled using the activity's calendar rather than the calendars of the assigned resources. Choose task dependent when you want to control the duration of the activity yourself (that is, no resources are assigned), or when one or more resources assigned to the same activity can work according to the same calendar. The activity is scheduled according to the activity’s calendar, not the resource calendars. For example, you might have an activity to cure concrete; you know how long the task takes and the addition of resources won’t complete the task any earlier. You would designate this activity as task dependent. Resource Dependent: Activities are scheduled using the calendars of the assigned resources. This type is used when several resources are assigned to the activity, but they might work separately. Choose resource dependent when you want to schedule each resource according to his/her own time schedule, or resource calendar, not the activity calendar. The assigned resource availability determines the start and finish dates of the activity. Typically, you use this type when multiple resources assigned to the same activity can work independently, or when availability can affect the activity’s duration. For example, an activity that requires an Inspector might be delayed if that resource is assigned to multiple projects or is on vacation. Start or Finish Milestone: Milestone activities are zero-duration without resources, marking a significant project event. Choose start milestone or finish milestone to indicate that the activity marks the beginning or end of a major stage in the project. Milestones have zero duration. They can have expenses assigned to them, but not resources. In an office building addition project, examples of milestones might include Project Definition Complete, Structure Complete, or End Bidding Process. Level of Effort: Activities have a duration that is determined by its dependent activities and are typically administration type. Choose level of effort to indicate that the activity’s duration depends on its predecessor and/or successor activities. A level of effort activity is usually one that is ongoing, such as clerical work, change management, or project management tasks. For example, site cleanup could be considered a level of effort activity; it occurs repeatedly and is dependent on the completion of a phase. WBS Summary: Activities that are used to roll up date, duration, and percent complete values for a group of activities that share a common WBS code level. Choose WBS Summary to indicate that the activity is a summary-level WBS activity. A WBS Summary activity represents a group of activities that share a common WBS level. The summary-level WBS activity enables roll-ups of dates for the activity group. The duration of a WBS Summary activity extends from the start of the earliest activity in a group to the finish of the latest activity. WBS codes control which activities are part of a WBS Summary activity; P6 incorporates any activities that share a component of the WBS Summary activity's WBS code into the WBS Summary activity. For example, all activities whose WBS codes begin with A (A.1, A.1.1, A.1.2, etc.) can be part of one WBS Summary activity whose WBS code is A. At a lower level, all activities whose WBS codes start with A.1 (A.1.1, A.1.2, etc.) can be part of a WBS Summary activity whose WBS code is A.1. Assigned By field The user who assigned the resource to the assignment. Assigned Date field The date the task was assigned to you, your group, or your role. Calculate Costs from Units option Determines whether by default any new assignments for this resource will have its costs recalculated whenever any quantity changes occur. This setting can be overwritten on a per project basis. Calendar field The name of the calendar selected for the resource. Cost Account field The cost account associated with the resource assignment. Curve field The resource's units and costs distributed over the duration of an activity. A curve can only be assigned to activities that have a duration type of Fixed Duration and Units or Fixed Duration and Units/Time. A manual curve type indicates that the assignment's future period resource distribution was manually entered in the Resource Usage Spreadsheet of P6 Professional. If you select a different curve type, the manually-entered distribution is deleted, and the units and costs for the assignment are redistributed according to the curve you select. Be sure this is the appropriate course of action before replacing a manual curve with another curve. Drive Activity Dates option Determines whether new resource/role assignments drive activity dates by default. Duration Type field The duration type of the assignment.
Overtime Factor field The overtime factor used to compute the overtime price for the resource assignment on this activity. When the resource is assigned to the activity, the resource's overtime factor is copied to the assignment. The assignment overtime factor is refreshed from the resource value when resource prices are synchronized for the project. Calculated as Standard Price multiplied by Overtime Factor. Planned Units/Time field The planned units per time at which the resource is to perform work on this activity. For example, a person assigned full time would perform 8 hours of work per day. A department of five people might perform at 5 days per day. Price/Unit field The price per time for the resource on this activity. This price is used to calculate the resource's cost for the activity. When the resource is assigned to the activity, the resource's price is copied to the assignment based on the effective date of the price and the activity start date. The assignment price is refreshed whenever resource prices are synchronized for the project. Primary Resource field The person primarily responsible for performing or overseeing work related to a specific assignment. Proficiency field The resource's proficiency at performing this role. The values are 1 - Master, 2 - Expert, 3 - Skilled, 4 - Proficient, and 5 - Inexperienced. If you do not have the proper privilege, you cannot access this field. Project ID field The unique identifier of the associated project. Project Name field The name of the associated project. Rate Source field The value that indicates which price/unit will be used to calculate costs for the assignment, such as Resource, Role, and Override. When a resource and only a resource is assigned to an activity, the rate source will automatically equal Resource. When a role and only a role is assigned to an activity, the rate source will automatically equal Role. When both a resource and role are assigned to the activity, the rate source can be either Resource or Role determined by the Rate Source Preference. In any case, the Override value allows you to specify any other price/unit. Rate Type field Determines which of the five user-defined resource and role rate types will be used to calculate the cost for the resource assignment. Remaining Units/Time field The units per time required to complete the activity. Resource Type field The resource type. Valid values are:
Search Criteria field The resource request used as a search template to search for a qualified resource. WBS ID field The unique identifier of the WBS for the activity. WBS Name field The name of the WBS element. WBS Path field The WBS path if one was applied. The WBS path is a group of identical WBS levels used across multiple projects. The WBS path lists activities grouped by WBS levels, without displaying the project level node. Percent Complete category Pending % Complete field The estimate of the percentage of the resource's units of work completed on this activity. The pending percent complete is entered by each resource using timesheets. This value is used to compute the resource's remaining units for the activity when project actuals are applied. The project manager specifies whether resources update their percent complete or remaining units for each project. Units % Complete field The percent complete of units for the resource assignment on the activity. Always in the range 0 to 100. Calculated as Actual Units divided by At Completion Units multiplied by 100. Resource category Active option Determines whether the resource is currently active. A selected option indicates the resource is active. Non-active resources might have left the organization, but are not deleted from the system since they might have actual hours. Auto Compute Actuals option Determines whether the activity actual and remaining units, and start and finish dates for the resource are calculated automatically using the planned dates, planned units, and the activity's schedule percent complete. If this option is selected, the actual/remaining units and actual dates are automatically updated when project actuals are applied. This assumes that all work by the resource proceeds according to plan. This option is not available if the Uses Timesheets option is selected. Default Units/Time field The default units/time for resource assignments in projects, which is shown as either a percentage or units/duration depending on your settings in My Preferences. If you change the default setting, existing resource assignments are not affected. The default setting only applies to new resource assignments. E-mail Address field The e-mail address for the resource. Employee ID field The resource identifier within the organization, typically the employee number or social security number. Max Resource Units/Time field The maximum work units per time this resource can perform on all their assigned activities. For example, a person working full time could perform 8 hours of work per day. A department of five people might perform at 5 days per day. Max Role Units/Time field The maximum work units per time this role can perform on assigned activities. Office Phone field The office phone number for the resource. Other Phone field The alternate phone numbers for the resource. Overtime Allowed option Determines whether the resource is allowed to log overtime hours. Resource ID field The unique identifier of the resource. Resource ID Name field The identifying code and name of the resource. Resource Name field The name of the resource. Role ID field The unique identifier for the role the resource is performing on this activity. You can assign a resource to the same activity more than once, performing different roles. The project manager controls whether the same resource can be assigned to an activity more than once. Role ID Name field The identifying code and name of the role. Role Name field The name of the role assigned to the resource. Unit of Measure field The unit of measure this material resource uses. Units category Actual Overtime Units field The actual overtime units worked by the resource on this activity. This value is calculated from timesheets when project actuals are applied or can be entered directly by the project manager. Actual Regular Units field The actual non-overtime units worked by the resource on this activity. This value is calculated from timesheets when project actuals are applied or can be entered directly by the project manager. Actual This Period Units field The labor, nonlabor, and material units used during this financial period. If period performance is stored, the calculation is Actual Units minus the sum of the stored Actual This Period Units fields for all previous periods. If the period performance is not stored, Actual This Period Units is the same as Actual Units. Actual Units field The sum of the actual non-overtime and the overtime units worked by the resource on the activity. Calculated as Actual Regular Units plus Actual Overtime Units. Values for Actual Regular Units and Actual Overtime Units are obtained from either timesheets when project actuals are applied or directly from the updated fields in the interface. At Completion Units field The sum of the actual units and remaining units for the resource assignment on the activity. Calculated as Actual Units plus Remaining Units. Pend Remaining Units field The estimate of the resource's remaining units on this activity. The pending remaining units is entered by each resource using timesheets. This value is copied to the resource's remaining units for the activity when project actuals are applied. The project manager specifies whether resources update their percent complete or remaining units for each project. Planned Units field The planned units of work for the resource assignment on the activity. Remaining Units field The remaining units of work to be performed by this resource on this activity. Calculated as Budgeted or Planned Units minus Actual Units. Staffed Remaining Units field The remaining units for resource assignments that have filled a role. Unstaffed Remaining Units field The remaining units for resource assignments that have not filled a role. User-Defined Code and Field categories Global Activity Codes category This category contains global activity codes listed in alphabetical order. Resource Codes category This category contains resource codes listed in alphabetical order. User-Defined category This category contains user-defined columns listed in alphabetical order. Resource User-Defined category This category contains user-defined columns for resources listed in alphabetical order. Project Codes category This category contains project codes listed in alphabetical order. |
|