Review Resource Assignments in a Workspace

The Assignment List page at the workspace level displays all of the resources assigned to projects within the workspace.

You can view resource assignments and their data in two different layouts: Grid or Spreadsheet.

Grid

Use the standard Grid layout for a view of total values for your resource assignments and their data. The data is displayed in customizable columns and grouping criteria depending on your needs. Because the Grid layout doesn't include a breakdown of the data over time, you can use this view to report high-level data to stakeholders.

Spreadsheet

Use the Spreadsheet layout to view resource assignments and their data in a customizable table format with a breakdown of values along the timescale configured for the page. Add vertical columns to view general information, dates and durations, and rolled up unit and cost fields for each resource. The same unit and cost fields can be displayed in horizontal spreadsheet rows so that their values can be analyzed along a timescale. Time-phased values for each row roll up to a corresponding Total column.

The first column of the table shows each resource assignment's name. Resources can be grouped by their activity assignments, associated roles, projects, codes, and more. These same fields can also be shown as columns. If a resource is grouped by a role or has an associated role listed in a column, it means that the role is staffed by the resource. If a resource is grouped by a role with a grouping band value of None, or if the associated role column is blank, it means that the resource is directly assigned to the project and has no associated role. If a resource name field is blank, it means that an unstaffed role is assigned to the project. You may need to add a column for role name or ID or group by roles to see which roles are staffed or unstaffed.

You can save your page layouts as named views. Create as many named views as necessary for different displays of your data.

To review resource assignments in a workspace:

Navigate to the workspace resource assignments page
1. In the object selector, select a workspace.
2. In the sidebar, hover over  Resources, and select Assignment List.
On the Layout menu, select Grid or Spreadsheet.
Select  Settings in the toolbar to configure view options such as columns, filters, grouping, timescale, spreadsheet rows, and currency.
Use columns to view resource details and rolled up values.
(Spreadsheet layout only) Use spreadsheet rows to view time-phased unit and cost values. To start the spreadsheet timescale at a specific date, in the Go to field, select a date.
Use the Search field to search for keywords in the table.

Tips

When you apply a filter to a view, the filter icon changes to indicate that the data on the page has a filter applied.
You can adjust column settings directly from the table using the  Open Column Menu for any column header. See Configure the Table from the List Page.
You can quickly delete activity resource assignments directly from this page. Select one or more resource rows, select the  Context menu, and then select Delete. To delete large groups of related assignments, group by Resource ID, Role ID, or Activity ID, select the  Context menu in a grouping band, and then select Delete.
If all labor or nonlabor assignments have been deleted from an activity, you will be prompted to retain or delete all unit and cost values of that assignment type. Select Yes to reset all activity labor or nonlabor unit and cost values to 0. Select No to retain the activity labor or nonlabor unit and cost values. After all material resources have been removed, all activity material costs will be reset to 0.
You can provide a hyperlink that directs team members to an internal or external site with more information than the grid can provide. See Create a Hyperlink in a Grid.

Last Published Tuesday, May 21, 2024