Assignments Detail Window of the Activities Page

Overview

Use this detail window to assign resources or roles to the selected activity. You can also submit resource requests to a resource manager, revise an assignment, specify details (such as units, costs, and rate), remove an assigned resource, and send e-mail to all assigned resources and roles.

Note: All fields described here are available when you click a resource or role name to edit assignment details. However, unless you customize the detail window to include them, some of these fields do not appear.

Screen Elements

Assignments toolbar

See Assignments Toolbar of the Activities Page.

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 Duration field

The total working time from the activity actual start date to the actual finish date for completed activities, or the total working time from the actual start date to the current data date for in-progress activities.

The actual working time is computed using the activity's calendar.

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 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.

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.

Calculate Costs from Units option

Determines whether to override the cost calculation setting specified for the assigned resource or role. To have cost for this assignment calculated (Cost equals Units multiplied by Price/Unit), select this option. To manually record resource or role costs for this activity, clear this option. If you elect not to calculate costs from units, the resource or role costs for the assignment will not be updated when units or rates change.

If you select this option, the costs for the assignment will be recalculated based on current units and rates.

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.

Planned Cost field

The planned cost for the resource assignment on the activity.

Calculated as Planned Units multiplied by Price Per Time.

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 Units field

The planned units for all labor resources assigned to the activity.

Planned Units/Time field

The budgeted or 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).

Price/Unit field

The non-overtime price per unit of time for the resource or role.

When the option to Calculate Costs from Units is selected, this price is used to compute cost for the activity assignment, using the formula: Cost equals Units multiplied by Price divided by Unit.

For resources and roles that have specified rates, Price/Unit corresponds to the Rate Source and Rate Type applied to the activity and is not editable. If an assigned resource or role does not have specified rates, the project default price/unit is used and cannot be edited on this tab. To manually enter a Price/Unit for the activity assignment, you must select Override as the Rate Source.

If the project default price/unit is applied to the activity, a caret symbol (^) appears beside the value.

An asterisk symbol (*) beside the value indicates that multiple, time-varying, resource rates or shift calendars will be applied during the duration of the activity. An asterisk and caret symbol (*^) beside the price/unit value indicate that the project default price/unit is in effect at the start of the activity and a time-varying rate is also in effect within the activity assignment duration.

Primary Resource option

Determines whether the corresponding resource is the activity's primary resource.

Typically, the primary resource is the person responsible for the overall work on the activity and for updating activity status.

Proficiency field

The skill level of the resource: Master, Expert, Skilled, Proficient, or Inexperienced.

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

The price/unit used to calculate costs for the resource or role assignment.

Resources and Roles can have up to five rate types, with each rate type reflecting a different price/unit. Rate types are defined in P6. When you add a new assignment, the rate type defaults to the setting specified for the project. When you edit a rate type and click Save, the Price/Unit is updated to reflect your change, and if the Calc Cost from Units option is selected, costs are recalculated.

Remaining Cost field

The remaining cost for the resource assignment on the activity.

Calculated as Remaining Units multiplied by Cost/Time.

Remaining Duration field

The total working time from the activity remaining start date to the remaining finish date.

The remaining working time is calculated using the activity's calendar. Before the activity is started, the remaining duration is the same as the planned duration. After the activity is completed the remaining duration is zero.

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.

Remaining Units/Time field

The units/time at which the resource is expected to perform the remaining work on the activity.

Resource ID Name field

The identifying code and name of the resource.

Resource Name field

The name of the resource assigned to the activity.

Resource Type field

The resource type. Valid values are:

  • Labor: Indicates that the selected resource performs labor, measured in units of time.
  • Nonlabor: Indicates that the selected resource does not perform labor, measured in units of time. Equipment is a nonlabor resource.
  • Material: Indicates that the resource has a unit of measure other than time. You can select a unit of measure for the material resource.

Role ID Name field

The identifying code and name of the role.

Role Name field

The name of the role assigned to the resource for the selected activity.

Search Criteria field

Determines whether the assignment has any associated search criteria, indicated with a Yes or No link. When search criteria have been specified, this field shows a Yes link that provides access to the stored resource request search criteria used to search for a qualified resource.

When you assign a resource using the Request Resources feature with your custom resource search criteria, the search criteria you specify is saved and a Yes link appears in the Search Criteria column beside the assignment, indicating search criteria is specified. This saved search criteria can be useful at a later time if you ever need to modify the resource assignment and want to reuse the same criteria.

A No link appears when the assignment was made directly without any search criteria; however, you can click the No link to specify search criteria for the resource or role assignment.

User Defined fields

The fields specific to your company's use of the application.

Information that needs to be captured for all resource assignments can be stored in a user-defined field. User-defined fields are created by the system administrator.

Tips

If you have more than one activity selected, the detail window will not be visible.

Getting Here

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Activities.
  3. On the Activities page, select an activity and click the Assignments detail window.

Related Topics

About Resources

Assigning Activity Resources

Configuring Activity Resources

Requesting Resources for Activities

Specifying Resource Assignment Rates

Adding Activity Resource Estimates

About Roles

Assigning Activity Roles

Configuring Activity Roles

Assigning Resource Curves to Resource or Role Assignments from the Activities Page

Configuring Auto Compute Actuals for Expenses


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