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.
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:
- Grid View Format of the Assignments Page of the Resources Section
- Gantt View Format of the Assignments Page of the Resources Section
- Spreadsheet View Format of the Assignments Page of the Resources Section
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
- Click Resources.
- On the Resources navigation bar, click Assignments.
Related Topics
Last Published Wednesday, July 10, 2024