Resource assignment form
Use this form to create resource assignments from Project Workspace.
| Field | Description |
|---|---|
| Resource | Category of resource. To request any member of group or user, select the name from the resource list. |
| Effort Type | Type of effort selected during the creation of resource assignment. If you select any of the following choices, then a field is displayed for that choice.- Hours - FTE - Person days For example, if you select Hours, then the Hours field is displayed. |
| Effort | Effort of the resource assignment.- If you select Hours, the number of allocated hours for a selected resource is displayed. - If you select FTE, the number of units for the full-time equivalent value for a selected resource is displayed. By default resource assignment is created with 1 FTE (1FTE=8 hours) effort. - If you select Person days, the number of days for the selected resource is displayed. |
| Start date | Start date for the resource assignment. By default, this field shows the Planned start date of the associated project record or task record. If both planned and actual start dates are available on the project tasks, the actual dates are considered by default for resource assignment start date. |
| End date | End date for the resource plan. By default, the date is derived from the Planned end date of the associated project record or task record. Edit the default date, if necessary. If both planned and actual end dates are available on the project tasks, the actual end dates are considered by default for resource assignment. |
| Role | Role associated with a role resource assignment. Note: You can define project-specific roles for the team members based on their skills and competencies. |
| Group | Group associated with the resource assignment.Note: When you select a group in the resource field, the assignment is created for all the members of the group. You can associate roles, skills, locations, and other attributes to groups, which then apply to users within a group. Groups can also be assigned as primary groups based on your requirements. |
| Skill | Skills that the requested resources possess to allocate the resources to the resource assignment. |
| Resource status | State of the resource assignment.Note: If the resource assignment is for a user or group, then the assignment is created in the Pending state. If the assignment is attribute-based, then the assignment is created in the Unassigned state. |
| Employee Type | Type of employee. For example, internal or external resources. |
| Allocation status | Status of the resource allocation. This field is automatically set to Allocated. |
| Task | Task to which the assignment applies. If the resource assignment was created from a project task, the task number appears here. |
| Top task | Parent task for which the assignment is created. |
| Resource allocation | Allocation number of the resource. |
| Assignment type | Type of resource assignment.- Group - User |
| Allocation type | Type of allocation.- Monthly - Weekly For example, if you select Monthly, the allocation hours are split evenly for the month and if you select Weekly, the allocation hours are split evenly for the week. |
| Offset | Difference between actual or planned start date of project or task and resource assignment start date. |
Parent Topic:Form field information for Project Workspace