How - Select calculation options for resource and role assignments topic

When you add or replace an assignment to an activity that already has an existing assignment with manual future period values, the module adheres to your User Preference settings for assignment staffing, as described below.

Replacing a resource assignment

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.

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. 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 may be respread across future period buckets based on the new resource's values. If you choose to '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. If you choose to 'Always use resource's Price per Unit,' the manual future period values for the existing role assignment may be respread across future period buckets based on the new resource's values. Likewise, if you choose to 'Always use role's Price per Unit,' the manual future period values for the existing resource assignment may be respread across future period buckets based on the new role's values.



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Last Published Thursday, January 12, 2023