Grid View Format of the Assignments Page of the Resources Section
Overview
Use the Assignments Grid to display assignment data in a table format. Filter, group, sort, and customize the columns.
Screen Elements
Row Actions menu
Assign Resource: Opens the Select a Resource dialog box.
Assign Resource by Role: Opens the Select a Resource dialog box.
Fill Down: Copies the data from the first cell selected to all other selected cells in the same column. Use CTRL or SHIFT to select multiple cells.
Delete: Enables you to delete the selected assignment.
View Calendar: Enables you to view a read-only version of the assigned calendar.
Resource Assignments Table columns
Open Column Menu
Ascending: Click to sort the current view by the contents of the selected column in ascending order.
Descending: Click to sort the current view by the contents of the selected column in descending order.
Group by Column: Click to group the current view by the selected column.
Hide Column: Click to remove the column from the current view. You cannot hide pinned columns.
Fit to Content: Click to adjust the column width to the current contents of the column.
Find and Replace: Click to find and replace text in the column. This action is only available for columns containing text.
Pin Column: Click to add or remove the column to the pinned columns list for the current view.
Rename Column: Click to rename the column in the current view.
Open Column Selector button
Opens a list enabling you to add and remove columns in the grid.
The default fields that appear as columns in Resource Assignments table are described below.
Activity ID field
The unique identifying code for the activity assigned to the resource or role.
Activity Name field
The name of the activity assigned to the resource or role.
Resource ID field
The unique identifier for the resource.
Resource Name field
The name of the resource assigned to the activity.
Planned Units field
The planned units of work for the resource assignment on the activity.
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.
Remaining Units field
The remaining units of work to be performed by the resource on the activity.
Calculated as Planned Units minus Actual Units.
Getting Here
- Click Resources.
- On the Resources navigation bar, click Assignments.
- Click Grid View.
Related Tasks
Last Published Wednesday, July 10, 2024