Manually enter future period assignment values

You can enter or edit future period assignment values manually per bucket for labor, non-labor, and material resource assignments, as well as for role assignments.

  1. In the Resource Assignments or Activities window, display the Resource Usage Spreadsheet.
  2. Create a future period bucket planning layout.

    In the Activities window, you are required to display resource assignment data for open projects only. Showing data for all projects, causes the title of the Display Options bar in the Resource Usage Spreadsheet to change to "Display: All Projects." To display data for open projects only, click the Display Options bar, then choose Show All Projects to remove the checkmark; the title of the Display Options bar changes to "Display: Open Projects Only."
  3. For each resource assignment you want to plan manually, enter or edit the Planned or Budgeted Units and/or the Remaining (Early) Units for each assignment bucket for the original or planned duration of the activity.

Tip

Note

If the project option 'Link Budgeted or Planned and At Completion for not started activities' is selected (Project Details, Calculations tab) and you enter a value in the Planned or Budgeted Units field for a not started activity, the module automatically populates the Remaining Units field with the same value; the reverse is also true. If this setting is not marked, you can enter different values for the same future period in the Planned or Budgeted Units and Remaining Units fields; in this case, the total values for each field are calculated independently for the assignment. The examples below assume that this project option is selected and the activities have not started.

You must have the 'Edit Future Periods' project privilege to enter or edit future period data manually.

Example 1: Daily planning periods, Week/Day timescale, and Unit/Time set to Hour

 

Week 1

Sun

Mon

Tue

Wed

Thu

Fri

Sat

Paul Kim's assignment

Planned or Budgeted Units

0h

8h

4h

0h

2h

6h

0h

Remaining Units

0h

8h

4h

0h

2h

6h

0h

Example 2: Weekly planning periods, Month/Week timescale, and Unit/Time set to Hour

 

January 2007

Week 1

Week 2

Week 3

Week 4

Paul Kim's assignment

Planned or Budgeted Units

10h

30h

15h

25h

Remaining Units

10h

30h

15h

25h

Example 3: Weekly planning periods, Month/Week timescale, and Unit/Time set to Day

 

January 2007

Week 1

Week 2

Week 3

Week 4

Paul Kim's assignment

Planned or Budgeted Units

2d

3d

1d

4d

Remaining Units

2d

3d

1d

4d

Example 4: Monthly planning periods, Quarter/Month timescale, and Unit/Time set to Day

 

Q1 2007

Jan

Feb

Mar

Paul Kim's assignment

Planned or Budgeted Units

15d

20d

10d

Remaining Units

15d

20d

10d

Example 5: Monthly planning periods, Quarter/Month timescale, and Unit/Time set to Week

 

Q1 2007

Jan

Feb

Mar

Paul Kim's assignment

Planned or Budgeted Units

2w

3w

1w

Remaining Units

2w

3w

1w

Related Topics

Future period bucket planning FAQ

Display the Resource Usage Spreadsheet

Create a future period bucket planning layout

Why are some spreadsheet cells gray?

How do user preference settings affect manual future period planning?



Last Published Thursday, October 9, 2025