Review Resource Assignments in a Project or Program

The Assignment List page at the project level displays all of the resources assigned to the project. This page is also available at the program level for resources assigned to the projects within the program.

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. Some cells can be updated by selecting the cell and entering a new value or selecting a value from the drop-down options available. Multiple cells can be updated with the same value by selecting the highlighted corner of the cell and clicking-and-dragging the cell up or down to fill-up or fill-down the rows in that column with the selected cell value. You can also use Shift + Click to highlight multiple cells or use Ctrl + Click to select multiple cells, and then use the right-click Fill Down menu option.

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.

Some cells can be updated by selecting the cell and entering a new value or selecting a value from the drop-down options available. Multiple cells can be updated with the same value by selecting the highlighted corner of the cell and clicking-and-dragging the cell up or down to fill-up or fill-down the rows in that column with the selected cell value. You can also use Shift + Click to highlight multiple cells or use Ctrl + Click to select multiple cells, and then use the right-click Fill Down menu option.

If you're using the Spreadsheet layout to review an assignment list for a specific project, you can export and download a copy of the entire spread of resource and role data. Select Download Entire Spread in the lower toolbar to download. You will receive a notification when the file is ready to be downloaded.

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 project or program:

  1. Navigate to the project or program resource assignments page
  2. On the Layout menu, select Grid or Spreadsheet.
  3. Select Settings in the toolbar to configure view options such as columns, filters, grouping, timescale, spreadsheet rows, and currency.
  4. Use columns to view resource details and rolled up values.
  5. (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.
  6. Use the Search field to search for keywords in the table.
  7. Update the value in a cell by selecting the cell and entering a new value or selecting a value from the options available. Not all cells can be edited from the assignments page.
  8. Update multiple cells in a column with an existing cell value in one of the following ways:
    • Select the cell and then click-and-drag the corner of the cell box up or down to fill-up or fill-down those rows with the selected value.
    • Select a cell and then Shift + Click a cell in the same column to highlight multiple cells. Right click a highlighted cell and select Fill Down. The cells are updated with the value from the first cell you selected.
    • Select a cell and then Ctrl + Click multiple cells in the same column. Right click a highlighted cell and select Fill Down. The cells are updated with the value from the first cell you selected.

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