Create resource assignment form
The resource assignment form information is used to create a resource assignment record for a demand.
| Field | Description |
|---|---|
| Assignment type | Select an assignment type from the list.- User - to create a resource assignment for a user. - Group - to crate a resource assignment for a group. |
| Resource | Name of the resource.This field is turned off for Group assignment. |
| 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. - This field is turned off for Group assignment. |
| Skill | Primary skill of the resource.- If a resource is selected, the primary role is populated by default. - This field is turned off for Group assignment. |
| Effort type | Select the effort type to request a resource.- Hours - to request a resource or group by hourly basis. - FTE - to request a resource or group by FTE. By default, one FTE is 8 hours. - Person days - to request a resource or group by Person days. |
| Effort | Enter the required effort count. |
| Task | Select the task from the list to associate the resource assignment. |
| 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 |
| Rate override | Select this option to override the resource rate to match with your organization requirements. |
| 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. |