Assignments Page

Overview

Use this page to view and modify resource assignment data using filters, which enables you to view resource assignment data for only the resources or projects that you need to view.

From this page you can also view a Gantt chart of your current start and finish dates for an assignment and view a spreadsheet that shows spreads by days, weeks, months, quarters, years, and financial periods.

Screen Elements

Assignments toolbar

See Assignments Toolbar.

Resource Assignments Table columns

The default fields that appear as columns in Resource Assignments table are described below. For descriptions of all possible fields, see Available Columns of the Assignments Page.

Activity ID field

The unique identifying code for the activity assigned to the resource or role.

Activity Name field

The name of the activity assigned to the resource or role.

Resource field

The name of the resource.

Role field

The name of the role.

Planned Units field

The planned units of work for the resource assignment on the activity.

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.

Remaining Units field

The remaining units of work to be performed by this resource on this activity.

Before the activity is started, the remaining units are the same as the planned units. After the activity is completed, the remaining units are zero.

Getting Here

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Assignments.

Related Topics

Working with Resource Assignments in the Gantt Chart

Viewing Resource Assignments in a Gantt Chart

Customizing the Resources Assignments Gantt Chart Bars

Setting the Resources Detailed Assignments Gantt Chart Timescale

Modifying Resource Assignment Dates in the Gantt Chart

Viewing Assignment Unit and Cost Spreads

Exporting Resource Assignment Data

Applying the Progress Spotlight to the Resources Assignments View


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