Grid View Format of the Assignments Page of the Projects Section

Overview

Use the Assignments Grid to display assignment data in a table format.

Screen Elements

Row Actions menu

Assign Resource: 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 Name field

The name of the resource assigned to the activity.

Role Name field

The name of the role assigned to the activity.

Start field

The start date for the assignment on the activity. For a not started assignment, this is the activity's Planned Start date. For a started assignment, this is the Actual Start date.

Finish field

The finish date for the assignment. For not started activities, this is the Planned Finish date. For in progress activities, this is the Remaining Finish date. For completed activities, this is the Actual Finish date.

Remaining Units/Time field

The units per time required for the resource assignment to complete 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 Projects.
On the Projects navigation bar, click Assignments.
Click Grid View.

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