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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Resource assignment form

Description for the resource assignment form fields.

FieldDescription
ResourceSpecific user resource to associate with the plan.Note: If you select a specific resource, the Group, Role, and Skill planning attributes associated to the resource are auto populated.
GroupGroup of resources to associate with the plan.
RoleRole of the resources to associate with the plan.
SkillSkill of the resources to associate with the plan.
Effort typeType of the effort to associate with the plan.Select Hours to request defined set of hours or select % Capacity to request certain percentage of the resource capacity.
EffortAmount of effort type required.
Operational work typeType of operational work: KTLO, Admin, Meeting, Training, Out of office, External labor, Time off, Appointment, and Phone call.
Rate modelRate model assigned to the operational resource plan. The rate model is used to derive hourly rates for the resource plan.If you change or remove the rate model assigned to an operational resource plan, the cost fields on the plan are re-calculated.
Start dateDate when the operational resource plan starts.
End dateDate when the operational resource plan ends.
Resource statusStatus of the resource assignment.

Parent Topic:Resource Management reference