Task Assignment Period Amounts

Depending on the calendar type selected on the associated project plan type, you can enter planned amounts for the entire project duration or for specific periods from the accounting or the project accounting calendar.

If you select a calendar, the assignment spread curve spreads the planned amounts you entered for a task assignment across all periods within the assignment duration.

Editing and Calculating Planned Amounts

You can edit planned quantity on the Manage Financial Project Plan page for all resources and rates for rate-based resources. After you edit amounts for one period, you can optionally distribute values across all open periods based on the assignment spread curve.

You can also clear planned quantities and amounts for a selected period. When you calculate and save your changes, total quantity and cost values for the task assignment are updated accordingly.

If the project plan supports planning in multiple transaction currencies, then you can edit project and project ledger currency conversion attributes for a selected period. Cost amounts in project currency and project ledger currency are updated when you calculate and save your changes.

Modifying Assignment Dates

Use the Edit Task Assignment Dates window to extend assignment dates of resources without spreading the amounts for the accounting period. You can modify the resource assignments to end early, and select a period from which to spread the unallocated amounts.