Use the Resource Assignments window to view all resource assignments for all currently opened projects. You can also display resource cost and quantity information in a spreadsheet. You can group, sort, and filter resource assignments, customize columns, and open and save resource assignment layouts.
To display the Resource Assignments window, do one of the following:
- Click
on the Project toolbar. - On the Project menu, choose Resource Assignments.
Refer to the following sections of this topic for information and links to concepts and tasks about working with assignments in the Resource Assignments window:
- Working in the Resource Assignments window
- Resource assignment concepts
- Resource assignment tasks
Working in the Resource Assignments window
When working in the Resource Assignments window, you can:
- Use the Resource Usage Spreadsheet to display resource usage over time. You can display spreadsheet fields for budgeted or planned, actual, or remaining values, or you can customize the spreadsheet fields. If you have the appropriate security privilege, you can manually enter/edit values for budgeted or planned and remaining (early) units. To show or hide the Resource Usage Spreadsheet, click the Layout Options bar, then choose Resource Usage Spreadsheet, or click on the Top Layout toolbar.
- Use the Layout Options bar, View menu on the Menu bar, or the Layout toolbar to customize resource assignment layouts. For example, you can customize columns of the assignment table or Resource Usage Spreadsheet; group, sort, and filter assignments; and specify a timescale.
- Use Resource Assignments Details to view or define properties for the selected resource assignment. To show or hide Assignment Details, click the Layout Options bar, then choose Assignment Details, or click
on the Bottom Layout toolbar. - Use the shortcut (right-click) menu to copy or delete assignments, to fill data down or across, and to customize the display.
When filling data down or across, consider the following:
- The cell that you want to copy data from must be editable.
- You cannot fill down when:
- The cells are greyed out and not editable
- Multiple fields are added to the view
- Any other field is present on the view apart from Budgeted or Remaining early units
- Timescale date interval is selected as Day/Hour or Day/shift
- Only Ordinal dates is selected in Timescale.
- Timescale is set to Financial periods
- You cannot fill across when:
- The cells are greyed out and not editable
- Any field is selected apart from apart from Budgeted or Remaining early units.
- You select remaining units for a Completed Activity and either:
- An assignment has an Actual Finish but the Activity does not - all Remaining buckets will be uneditable for that assignment ONLY
- An activity has an Actual Finish then all of its assignments will have an Actual Finish - thus all Remaining buckets will be uneditable for all assignments
- Timescale date interval is selected as Day/Hour or Day/shift
- Only Ordinal dates is selected in Timescale.
- Timescale is set to Financial periods.
Tips
- After opening the Resource Assignments window, the window remains open until you close all open projects or you close the window; if you open or navigate to another window without closing the Resource Assignments window, click the Activity Resource Assignments tab to return to the window at any time.
- You can copy resource assignments, then paste them into Microsoft Excel. You can not paste assignments in the Resource Assignments window.
- Your ability to enter/edit budgeted or planned and remaining (early) unit values in the Resource Usage Spreadsheet is dependent on user preference settings, timescale settings, and other factors.
- To expand or collapse individual elements of the resource assignment hierarchy, right-click in the Resource Assignments table and choose Expand All or Collapse All.
- When connected to a P6 Professional database: The following applies when you filter by a unit or duration field (associated with activity data) from the Resource Assignments window: If the Use the assigned calendar to specify the number of work hours for each time period checkbox is cleared (Admin Preferences, Time Periods tab), then filtering applies the unit or duration value based on the Admin Preferences hours per time period settings.
When connected to a P6 EPPM database: The following applies when you filter by a unit or duration field (associated with activity data) from the Resource Assignments window: If the Use the assigned calendar to specify the number of work hours for each time period checkbox is cleared (Application Settings in P6), then filtering applies the unit or duration value based on the Application Settings in P6 hours per time period settings.
If the checkbox is marked, then filtering applies the unit or duration values as follows: For a task-dependent activity, duration or unit values are applied based on the applicable global or project calendar; for a resource-dependent activity, duration or unit values are applied based on the resource calendar.
Note
- If resource security is enabled, the Resource Assignments window still displays assignments for resources you do not have access to if they are current project resources. You can change these assignments or assign new activities to available resources if you have the required privilege.
Resource assignment concepts
- Activities
- Calculating cost when using multiple resource rates
- Calendars
- Future period bucket planning
- Leveling resources
- Recalculating assignment costs
- Resource curves
- Resources
- Roles
- The Resource Usage Spreadsheet
Resource assignment tasks
You can perform most tasks related to resource and role assignments in the Activities window. For example, you can assign resources and roles to activities in the Activities window and define details for each assignment on the Resources tab of Activity Details.
You can use the Resource Assignments window to view resource allocations across all open projects and customize the display of assignments according to your preferences. In Assignment Details, you can change the resource or role assigned to an activity, assign cost accounts to assignments, identify an assignment's primary resource, select the rate type for assignments, edit budgeted or planned, actual, and remaining unit values, and edit original or planned and remaining durations.
You can also perform the following tasks:
- Assign a curve to a resource or role assignment
- Create a future period bucket planning layout
- Customize Resource Usage Spreadsheet columns
- Display the Resource Usage Spreadsheet
- Group and sort Resource Usage Spreadsheet columns in the Resource Assignments window
- Manually enter future period assignment values
- Remove a curve from a resource or role assignment
- Resize the panes of the Resource Usage Spreadsheet
- Save a layout in the Activities or Resource Assignments window
- Select Resource Usage Spreadsheet fields
- View a spreadsheet of resource allocation for a specific project