Assignments Page of the Resources Section

Overview

Use this page to view and modify resource assignment data using filters, which enables you to view resource assignment data for only the resources or projects that you need to view.

From this page you can also view a Gantt chart of your start and finish dates for an assignment.

Screen Elements

Actions menu

Auto Reorganize: Automatically moves items in the list to the appropriate list position or grouping band when they are changed.

Export: Enables you to export the grid and spreadsheet view including all spread columns as a Microsoft Excel file.

Expand All

Expands all grouping bands to show all data items.

Collapse All

Collapses all grouping bands to the top level.

Views menu

Manage Views...: Opens the Manage Views dialog box.

Import/Export Views: Opens the Import Export Views dialog box.

Select a view name to open it.

Grid View

Enables you to view and configure data in a grid format. You can customize which columns are available in the grid.

Gantt View

Enables you to view data as a graphical representation of sequence and duration.

Spreadsheet View

Enables you to view data as a spreadsheet.

Note: An application level setting determines whether cost spreads account for changes in resource and role rates over time.

Filters menu

Manage Filters: Opens the manage filters dialog box.

Full Screen

Expands the current work area so it fills the entire display.

Show Hint Help (Alt+F1)

Shows a description of the column when you hover over the column heading.

Print

Opens the Print Options 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 work area

The main work area for viewing assignment data in your choice of the following customizable formats:

Download

Enables you to download the data as an Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all rows are downloaded.

Assignments detail windows:

UDF Detail Window of the Assignments Page

Codes Detail Window of the Assignments Page

Earned Value Detail Window of the Assignments Page

Getting Here

  1. Click Resources.
  2. On the Resources navigation bar, click Assignments.

Related Topics

About Resource Assignments

About Resources



Last Published Wednesday, July 10, 2024