Assignment List Overview

Resource assignments can be viewed on the Assignment List page at the workspace, project, and program levels, enabling resource and project managers to review resource allocation for planning and analysis.

At the workspace and program levels, you can view all resources that are assigned to the projects in the workspace (and its child workspaces) or program. At the project level, you can view all resources that are assigned to the project.

The Assignment List page can be used by resource and project managers to:

Review time-phased unit, cost, and other details for the resources assigned to your projects.
Group resource assignments by code, activity, associated role, project, and more.
Track unstaffed roles by their units, costs, or lack of assigned resource.
Ensure the right resources are working on the right assignments and are adequately allocated.
Monitor resource and role cost usage.
Create or edit resource or role assignments using the Assign Activities panel.
Delete assignments directly from the page.
(Project level only) Download the entire spread of resource and role data across multiple planning buckets into a spreadsheet for further analysis.

Configure the Table from the List Page

Use Find and Replace on the List Page

Assign a Resource or Role to an Activity from the Assignment List

Download Resource and Role Spread Data from the Assignment List Page

Workspace Assignment List

Project Assignment List

Next: Configure the Table from the List Page