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Showing Assignment Page Header Rows

This article describes how to show header information on the Labor and Financial Assignment pages.


On the Labor Assignment page there are two header row options that show information at the top of the page about the currently selected row:

Show Project Schedule – shows project start-finish bar (if there are start and finish dates in project fields), phase GANTT bars (if there are phase start and finish dates), and milestones (if any).

Show Header Rows – show the phase timeline for the project on the selected row, and for the resource on the row, total demand, capacity, and allocation and allocation % on the selected assignment.

Show Project Schedule is the only option on the Financial Assignment page.

How To

Show Column Headers

Step 1: Click Options->Header Rows->Show Column Headers:

Initially empty header rows appear at the top of the page.

Step 2: Select a cell in a row.

Note: Do not select a hyperlinked project or resource name field in the assignment row – that drills down to the workspace.

  • Total capacity of the resource or node-skill (see below for the method of calculating node-skill capacity)
  • Total demand from all assignments (not just the selected assignment)
  • Allocation result of current optimization settings
  • Allocation % = Allocation divided by Demand

Show Project Schedule

Step 1: Click Show Project Schedule.

If required dates have been entered for the project, the schedule objects are displayed at the approximate point in the date range.

Method of Calculating Node-Skill Capacity and Demand

The values for capacity and demand when a skill assignment is selected are calculated using these methods:

Demand – the sum of all resource and skill assignment demand for the required skill-node combination.

Capacity – the sum of all unused capacity of resources in the target assignment node with that Primary Skill PLUS the sum of allocation to all resource assignments with that node-skill combination.

Notes on Capacity Calculation Method

It ignores secondary skills.

It starts with a straight-forward base: the unused capacity of resources with the node-skill.

Then it adds the amount of node-skill-resource capacity that ResourceFirst can calculate to satisfy demand.

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