New Operational Assignment form
Fill in the following fields to create a operational assignment using Resource Management Workspace.
| Field | Description |
|---|---|
| Resource | Name of the resource. |
| Group | Name of the group to create resource assignment.If a resource is selected, the primary group name is populated by default. |
| Role | Primary role for the employee.If a resource is selected, the primary role is populated by default. |
| Skill | Primary skill of the resource.If a resource is selected, the primary role is populated by default. |
| Effort type | Select the effort type to request a resource.- Hours - to request a resource on hourly basis. - % Capacity - to request a certain percentage of capacity towards operational work. |
| Effort | Enter the required effort count. |
| Name | Enter a custom name for resource assignment. |
| Operational work type | Select the kind of operational work from the list.- KTLO - Admin - Meeting - Training - Out of office - External labor - Time off - Appointment - Phone call |
| Rate model | Select existing rate model to calculate planned and actual resource costs. |
| Start date | Select the start date of the assignment using the calendar palette. |
| End date | Select the end date of the assignment using the calendar palette. |
| Resource status | Select the state of the resource assignment.- Pending - Approved - Unapproved - Unassigned |
| Ready for review | Select an option from the list so that the resource manager can review the request for allocation.- Yes - if the resource assignment request is finalized and ready for resource manager's review for allocation. - No - if the resource assignment details are still being updated. |
| Notes | Enter details about the assignment to help resource manager or project manager with insights and additional information. |
Parent Topic:Resource Management Workspace references