Activity ID field
The unique identifying code for the activity assigned to the resource or role.
Activity Name field
The name of the activity assigned to the resource or role.
Activity Status field
The current condition of the activity.
Valid values are Not Started, In Progress, and Completed.
Activity Type field
Determines how duration and schedule dates are calculated for an activity.
Task Dependent: Activities are scheduled using the activity's calendar rather than the calendars of the assigned resources. Choose task dependent when you want to control the duration of the activity yourself (that is, no resources are assigned), or when one or more resources assigned to the same activity can work according to the same calendar. For example, you might have an activity to cure concrete; you know how long the task takes and the addition of resources won’t complete the task any earlier. You would designate this activity as task dependent.
Resource Dependent: Activities are scheduled using the calendars of the assigned resources. This type is used when several resources are assigned to the activity, but they might work separately. Choose resource dependent when you want to schedule each resource according to his/her own time schedule, or resource calendar, not the activity calendar. The assigned resource availability determines the start and finish dates of the activity. Typically, you use this type when multiple resources assigned to the same activity can work independently, or when availability can affect the activity’s duration. For example, an activity that requires an Inspector might be delayed if that resource is assigned to multiple projects or is on vacation.
Level of Effort: Activities have a duration that is determined by its dependent activities and are typically administration type. Choose level of effort to indicate that the activity’s duration depends on its predecessor and/or successor activities. A level of effort activity is usually one that is ongoing, such as clerical work, Change Management, or project management tasks. For example, site cleanup could be considered a level of effort activity; it occurs repeatedly and is dependent on the completion of a phase.
Start or Finish Milestone: Milestone activities are zero-duration without resources, marking a significant project event. Choose start milestone or finish milestone to indicate that the activity marks the beginning or end of a major stage in the project. Milestones have zero duration. A primary resource or an activity owner, and expenses can be assigned to a milestone. In an office building addition project, examples of milestones might include Project Definition Complete, Structure Complete, or End Bidding Process.
WBS Summary: Activities that are used to aggregate date, duration, and percent complete values for a group of activities that share a common WBS code level. Choose WBS Summary to indicate that the activity is a summary-level WBS activity. A WBS Summary activity represents a group of activities that share a common WBS level. The summary-level WBS activity enables roll-ups of dates for the activity group. The duration of a WBS Summary activity extends from the start of the earliest activity in a group to the finish of the latest activity. WBS codes control which activities are part of a WBS Summary activity; P6 incorporates any activities that share a component of the WBS Summary activity's WBS code into the WBS Summary activity. For example, all activities whose WBS codes begin with A (A.1, A.1.1, A.1.2, etc.) can be part of one WBS Summary activity whose WBS code is A. At a lower level, all activities whose WBS codes start with A.1 (A.1.1, A.1.2, etc.) can be part of a WBS Summary activity whose WBS code is A.1.
Assigned By field
The user who assigned the resource to the assignment.
Assigned Date field
The date the task was assigned to you, your group, or your role.
Calculate Costs from Units option
Determines whether by default any new assignments for this resource will have its costs recalculated whenever any quantity changes occur.
Calendar field
The name of the calendar selected for the resource.
CBS field
The Primavera Unifier Cost Breakdown Sheet to which you want to link an activity, assignment or expense.
Cost Account field
The cost account associated with the resource assignment.
Curve field
The resource's units and costs distributed over the duration of an activity.
A curve can only be assigned to activities that have a duration type of Fixed Duration and Units or Fixed Duration and Units/Time.
A manual curve type indicates that the assignment's future period resource distribution was manually entered in the Resource Usage Spreadsheet of P6 Professional. If you select a different curve type, the manually-entered distribution is deleted, and the units and costs for the assignment are redistributed according to the curve you select. Be sure this is the appropriate course of action before replacing a manual curve with another curve.
Drive Activity Dates option
Determines whether new resource/role assignments drive activity dates by default.
Duration Type list
Determines how remaining duration, units, and units/time are calculated when you update an activity that has resources assigned. The activity's duration type should correspond to the dominant factor, that is, the least flexible factor in the project: schedule, costs/work effort, or resource availability.
Fixed Units/Time: The resource units per time are constant when the activity duration or units are changed. Use this duration type when an activity has fixed resources with fixed productivity output per time period.
Fixed Duration & Units/Time: The activity duration is constant as the units or resource units per time are changed. Use this duration type when the activity must be completed within a fixed time period regardless of the resources assigned.
Fixed Units: The activity units are constant when the duration or resource units per time are changed. Use this duration type when the total amount of work is fixed, and increasing the resources can decrease the activity duration.
Fixed Duration & Units: The duration and units remain constant as the units/time are changed. Use this duration type when the activity must be completed within a fixed time period and the total amount of work is fixed.
Financial Period Calendar field
The name of the financial period calendar assigned to the project.
Overtime Factor field
The overtime factor used to compute the overtime price for the resource assignment on this activity.
When the resource is assigned to the activity, the resource's overtime factor is copied to the assignment. The assignment overtime factor is refreshed from the resource value when resource prices are synchronized for the project.
Calculated as Standard Price multiplied by Overtime Factor.
Planned Units/Time field
The planned units per time at which the resource is to perform work on the activity.
For example, a person assigned full time would perform 8 hours of work per day. A department of five people might perform at 5 days per day.
Price/Unit field
The non-overtime price per time for the resource or role's work on this activity.
This price is used to compute costs for any activities to which the resource or role is assigned. When the resource or role is assigned to the activity, the relevant price is copied to the assignment based on the effective date of the price and the activity start date. The price is refreshed whenever resource and role prices are synchronized for the project.
Primary Resource field
The person primarily responsible for performing or overseeing work related to a specific assignment.
Proficiency field
The skill level of the resource.
Skill levels include Master, Expert, Skilled, Proficient, and Inexperienced. If you do not have the proper privilege, you cannot access this field.
Project ID field
The unique identifying code for the project associated with the activity.
Project Name field
The name of the project associated with the activity.
Rate Source field
The value that indicates which price/unit will be used to calculate costs for the assignment, such as Resource, Role, and Override.
When a resource, and only a resource, is assigned to an activity assignment, the rate source will automatically equal Resource. When a role, and only a role, is assigned to an activity assignment, the rate source will automatically equal Role. When both a resource and role are assigned to the activity assignment, the rate source can be either Resource or Role determined by your rate source preference. In any case, the Override value allows you to specify any other price/unit.
The default rate source preference can be changed on the My Preferences page under Resource Assignments.
Rate Type list
Determines which of the five user-defined resource and role rate types will be used to calculate the cost for the assignment.
Remaining Units/Time field
The units per time required for the resource assignment to complete the activity.
Resource Type list
The resource type. Valid values are:
Labor: Indicates that the selected resource performs labor, measured in units of time.
Nonlabor: Indicates that the selected resource does not perform labor, measured in units of time. Equipment is a nonlabor resource.
Material: Indicates that the resource has a unit of measure other than time. You can select a unit of measure for the material resource.
Search Criteria field
Indicates whether the assignment has any associated search criteria with a Yes or No link.
When search criteria have been specified, this field shows a Yes link that provides access to the stored resource request search criteria used to search for a qualified resource.
When you assign a resource using the Request Resources feature with your custom resource search criteria, the search criteria you specify is saved and a Yes link appears in the Search Criteria column beside the assignment, indicating search criteria is specified. This saved search criteria can be useful at a later time if you ever need to modify the resource assignment and want to reuse the same criteria.
A No link appears when the assignment was made directly without any search criteria; however, you can click the No link to specify search criteria for the resource or role assignment.
WBS ID field
The unique identifier of the WBS for the activity.
WBS Name field
The name of the WBS element.
WBS Path field
A series of WBS codes that represent the position of the WBS within the project hierarchy.
For example, if you have a parent WBS named WBS1, a child named WBS2, and WBS2 has a child called WBS3, the WBS Path for WBS3 is WBS1.WBS2.WBS3.