Adding, deleting, or replacing assignments - Future period bucket planning FAQ

Can I assign a new resource to an activity that already has a resource assignment with manual future period values?

Yes. When you add an assignment to an activity that already has an existing assignment, the module adheres to your User Preference settings for assignment staffing, as described below.

Adding a resource assignment to an activity that has an existing resource assignment

When you add a resource assignment to an activity that already has an existing resource assignment with manual future period values, the module adheres to your setting in the 'When assigning a resource to an existing activity assignment' field (User Preferences, Calculations tab, Assignment Staffing section). If you choose to 'Always use the new resource's Units/Time and Overtime factor,' the manual future period values of the existing resource assignment might be respread across future period buckets based on the new resource's values. If you choose 'Always use current assignment's Units/Time and Overtime factor,' unit values for the new resource are spread evenly over future period buckets, and the manual future period values for the existing resource assignment are not changed.

Adding a resource assignment to an activity that has an existing role assignment, or vice versa

When you add a resource assignment to an activity that already has an existing role assignment with manual future period values (or vice versa), the module adheres to your setting in the 'When a resource and role share an activity assignment' field (User Preferences, Calculations tab, Assignment Staffing section). If you choose 'Always use resource's Price per Unit,' the manual future period values for the existing role assignment might be respread across future period buckets based on the values of the new resource. Likewise, if you choose 'Always use role's Price per Unit,' the manual future period values for the existing resource assignment might be respread across future period buckets based on the new role's values.

Can I remove or replace a resource assignment with manual future period values?

Yes. When you replace the resource or role assigned to an activity, any manual future period values entered for that assignment are preserved with the new assignment.

When you remove a resource or role assignment that has manual future period values, the manual future period values are deleted. If other assignments with manual future period values exist on the same activity, those assignments' manual future period values may change based on the activity type and your user preference settings for assignment staffing (User Preferences, Calculations tab).

Related Topics

Select calculation options for resource and role assignments



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Last Published Thursday, January 12, 2023