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Categorizing Resource or Role Assignments using Status Codes

You can classify resource or role assignments using a set of status codes. Status codes enable you to categorize resource or role assignments based on certain criteria that is meaningful to you. The application comes with a set of default status code, or your administrator can integrate a different set of status codes depending on your organization's business needs.

For example, you might want to categorize role assignments by staffing status. In this case, you might use status codes such as draft, filled, and submitted, then associate a role assignment with a specific status, such as filled.

To categorize resource or role assignments:

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Planning.
  3. On the Planning page, double-click the Status field and click "".
  4. In the Select status dialog box, choose a code and click OK.
  5. On the Planning page, click Save.

Tips

If the Status column is not visible, click Customize. Click the Columns tab, double-click Status from Available Columns, and click OK.

Related Topics

Resource Planning

About Resource Planning

Customizing the Resource Planning Spreadsheet

Assigning Projects or WBS Elements to Resources or Roles

Assigning Resources or Roles to Projects or WBS Elements

Modifying Resource or Role Assignment Dates

Allocating Units or the Percentage of Available Units to Resources or Roles

Synchronizing Resource Planning Dates

Splitting a Resource or Role Assignment

Exporting the Resource Planning Spreadsheet

Planning Page


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