Assignments Detail Window of the Activities Page

Overview

Use this detail window to assign resources or roles to the selected activity. You can also revise an assignment, specify details (such as units, costs, and rate), and remove an assigned resource.

Screen Elements

Assign menu

The assign menu contains the following options for adding new assignments to an activity:

Resource: Opens the Select a Resource dialog box.

Role: Opens the Select a Role dialog box.

Customize View

Opens the Customize View dialog box.

Search

Searches the view or dialog box for data matching the criteria entered into the box.

Assignments detail window columns

Only the default fields that appear as columns in the Assignments detail window are described below.

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 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 Units field

The planned units of work for the resource assignment on the activity.

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 this resource is the main resource for 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 a different value for Price/Unit.

The default rate source preference can be changed on the My Preferences page under Resource Assignments.

Remaining Units field

The remaining units of work to be performed by the resource on the activity.

Calculated as Planned Units minus Actual Units.

Resource Name field

The name of the resource assigned to the activity.

Role Name field

The name of the role assigned to the activity.

Getting Here

Click Projects.
On the Projects navigation bar, click Activities.
On the Activities page, select an activity and click the Assignments detail window.

Related Topics