Overview
The following is a comprehensive list of all the columns/fields available to add to the Assignments detail window of the Activities page.
Screen Elements
Costs category
Actual Cost field
The actual non-overtime plus overtime cost for the resource assignment on the activity.
Calculated as Actual Regular Cost plus Actual Overtime Cost.
At Completion Cost field
The sum of the actual costs plus remaining costs for the resource assignment on the activity.
Calculated as Actual Costs plus Remaining Costs.
Planned Cost field
The planned cost of work required for the assignment to be completed.
Calculated as Planned Units multiplied by Price per Time.
Remaining Cost field
The remaining cost for the resource assignment on the activity.
Calculated as Remaining Units multiplied by Cost/Time.
Dates category
Actual Finish field
The date on which the assignment was completed.
If the activity does not already have an Actual Finish date, the last assignment to set an Actual Finish date triggers the activity to have an Actual Finish date equal to the latest assignment's Actual Finish date when the assignment is saved.
Actual Start field
If the activity has started, the date work began on the activity.
If the activity does not have already have an Actual Start date, the first assignment to set an Actual Start date triggers the activity to have an Actual Start date equal to the activity's Planned Start date when the assignment is saved.
Finish field
The finish date for the assignment. For not started activities, this is the Planned Finish date. For in progress activities, this is the Remaining Finish date. For completed activities, this is the Actual Finish date.
Planned Finish field
The date the assignment is scheduled to be finished.
This date is calculated by the project scheduler but can be updated manually by the project manager. This date is not changed by the project scheduler after the activity has started. This is the finish date that P6 Team Member Web timesheet users follow and that schedule variance is measured against.
Planned Start field
The date work on the assignment is scheduled to begin.
This date is calculated by the project scheduler but can be updated manually by the project manager. This date is not changed by the project scheduler after the activity has been started. This is the start date that P6 Team Member Web timesheet users follow and schedule variance is measured against.
Remaining Early Finish field
The date the assignment is scheduled to be finished.
This date can be updated manually by the user. Before the activity is started, this date is the same as the Planned Finish date.
Remaining Early Start field
The date the assignment is scheduled to begin.
This date can be updated manually by the user. Before the activity is started, this date is the same as the Planned Start date.
Remaining Late Finish field
The latest possible date the assignment must be finished to not delay the project finish date.
This date is calculated by the project scheduler based on activity relationships, schedule constraints, and resource availability. When the activity is complete, this field is blank.
Remaining Late Start field
The latest possible date the assignment must begin to not delay the project finish date.
This date is calculated by the project scheduler based on activity relationships, schedule constraints, and resource availability.
Start field
The start date for the assignment on the activity. For a not started assignment, this is the activity's Planned Start date. For a started assignment, this is the Actual Start date.
Durations category
Actual Duration field
The total working time from the activity Actual Start date to the Actual Finish date for completed activities, or the total working time from the Actual Start date to the data date for in-progress activities.
The actual working time is computed using the activity's calendar.
Planned Duration field
The resource's total working time on the activity from the Planned Start date to the Planned Finish date.
Remaining Duration field
The remaining working time for the resource assignment on the activity, from the resource's remaining start date to the remaining finish date.
The remaining working time is calculated using the calendar determined by the activity type. Resource dependent activities use the resource's calendar; other activity types use the activity's calendar. Before the activity is started, the Remaining Duration is the same as the Planned Duration. After the activity is completed, the remaining duration is zero.
General category
Calculate Costs from Units option
Determines whether to override the cost calculation setting specified for the assigned resource or role. To have cost for this assignment calculated (cost equals Units multiplied by Price/Unit), select this option. To manually record resource or role costs for this activity, clear this option. If you elect not to calculate costs from units, the resource or role costs for the assignment will not be updated when units or rates change.
If you select this option, the costs for the assignment will be recalculated based on current units and rates.
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.
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 unit of time for the resource or role.
When the option to Calculate Costs from Units is selected, this price is used to compute costs for the activity assignment, using the formula: Cost equals Units multiplied by Price divided by Unit.
For resources and roles that have specified rates, Price/Unit corresponds to the Rate Source and Rate Type applied to the activity and is not editable. If an assigned resource or role does not have specified rates, the project default price/unit is used and cannot be edited on this tab. To manually enter a Price/Unit for the activity assignment, you must select Override as the Rate Source.
If the project default price/unit is applied to the activity, a caret symbol (^) appears beside the value. An asterisk symbol (*) beside the value indicates that multiple, time-varying, resource rates or shift calendars will be applied during the duration of the activity. An asterisk and caret symbol (*^) beside the price/unit value indicate that the project default price/unit is in effect at the start of the activity and a time-varying rate is also in effect within the activity assignment duration.
Primary Resource option
Determines whether the corresponding resource is the activity's primary resource.
Typically, the primary resource is the person responsible for the overall work on the activity and for updating activity status.
Proficiency list
The skill level of the resource: Master, Expert, Skilled, Proficient, or Inexperienced.
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
The price/unit used to calculate costs for the resource or role assignment.
Resources and Roles can have up to five rate types, with each rate type reflecting a different price/unit. When you add a new assignment, the rate type defaults to the setting specified for the project. When you edit and save a rate type, the Price/Unit is updated to reflect your change. If the Calculate Costs from Units option is selected, costs are recalculated.
Remaining Units/Time field
The units per time required for the resource assignment to complete the activity.
Resource ID Name field
The unique identifier and name of the resource.
Resource Name field
The name of the resource assigned to the activity.
Resource Type field
The type of resource/role assignment.
Valid values are:
Labor: Indicates that the selected resource performs labor, which is measured in units of time.
Nonlabor: Indicates that the selected resource does not perform labor, but its work is measured in units of time.
Material: Indicates that the selected resource does not perform labor, and its work is measured in units you specify.
Role ID Name field
The identifying code and name of the role.
Role Name field
The name of the role assigned to the activity.
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.
Units category
Actual Units field
The sum of the actual non-overtime and the overtime units worked by the resource on the activity.
Calculated as Actual Regular Units plus Actual Overtime Units.
Values for Actual Regular Units and Actual Overtime Units are obtained from either timesheets when project actuals are applied, or directly from the updated fields in the interface.
At Completion Units field
The sum of the actual units and remaining units for the resource assignment on the activity.
Calculated as Actual Units plus Remaining Units.
Planned Units field
The planned units of work for the resource assignment on the activity.
Remaining Units field
The remaining units of work to be performed by the resource on the activity.
Calculated as Planned Units minus Actual Units.
User Defined category
User Defined fields
The fields defined by your P6 administrator that are not standard in the application but are necessary to capture additional data.