Assignments Page of the Projects 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. You can see data for all your open projects in this page. Use the Overallocated Resources view of this page to analyze and resolve overallocation.

Notes:

In the Overallocated Resources view of this page, some fields are provided for context and are read only. If you have the necessary privileges, you can edit the following fields in the Overallocated Resources view: Resource Name, Resource ID, Role Name, Role ID, Start, Finish, Remaining Units/Time, Planned units, Actual Units, and Remaining Unit.
To see data for overallocated resources, you must run the Check Overallocation service.

Screen Elements

Actions menu

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

Check Overallocation...: Runs the Check Overallocation service. Select Check Overallocation Last Run Status to see when the logged in user most recently ran the service.

Export: Enables you to export the 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.

Overallocated Resources: Opens the Overallocated Resources view.

Default View: Opens the default view.

Select a view name to open it.

Note: The Overallocated Resources view is not available in the Manage Views dialog box.

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. You cannot filter the Overallocated Resources view.

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. You cannot customize the Overallocated Resources view.

Search

Enables you to perform a search based on the value you enter in the search bar.

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

Click Projects.
On the Projects navigation bar, click Assignments.

Related Topics