Assignments can be accessed from either the Projects>Assignments menu item or the Resource>Assignments menu item. Assignments for a specific project or a specific resource can be accessed from the Assignments tab on the Project Workspace or Resource Workspace, respectively. If entering an assignment directly from a project or resource workspace, there is less to fill in on the Add Assignments dialog.
When the dialog is opened in Projects > Assignments or Resources > Assignments, the global Assignments page is presented. See the menu choice, Assignments, under Resources below:
You will then be presented with the Assignments page:
In the upper left, click the “+” button (Add) or the dropdown arrow and select either Resource Assignment (for a named resource) or Skill Assignment (to assign a needed skill/role).
If you select Resource Assignment, you’ll see the following dialog.
Note: The fields that appear on the above dialog can be managed via Administration–>Views. The specific view that controls this is the “Insert Resource Assignment” view. Adding additional fields can be useful in distinguishing resources.
Steps for adding the assignment:
Note: In the screen below, “Has Skill” is checked. Elect Eng in the Required Skill box then displays all resources who have that skill across all organizations. If “Has Skill” was unchecked, all resources with or without the needed skill would appear.
One assignment row is created for each selected resource (note: if your Assignments page has been sorted, it may appear in it’s appropriate sort sequence). Now enter the effort (demand) needed by the project in the date period cells.
Note: For filling in attribute fields with dropdown lists, you can turn on “Filter Drop Downs by Availability” in the Options/Optimization button. This will limit the dropdown selection to only list items that are attributed to resources in the current data load. For more on this, see Editing Assignments in the Filter Drop Downs by Availability section.
To drag-fill, enter a value in a cell, press the Return key to complete entry, select the Fill handle at the lower right of the cell and drag to fill cells with the same value.
Notice that every cell with a new value (since the last data load) has a small red mark in the upper left corner of the cell. These marks signify change. They are removed after a Save or Reload operation.
When all assignments have been created and demand values have been entered, click the Save icon at the upper right of the page.
Each assignment row has an Assignment ID (AID) that is assigned automatically when the record is created. This is a unique ID that is important when exporting and importing resources (a blank Assignment ID tells the import that a new record is to be created, whereas an existing Assignment ID serves as the key indicator to the row being updated). For more on how the Assignment ID impacts import/export of records, see Export and Import Data.
The Assignment ID is numeric and can reach a maximum of 6 digits (ii.e. 999999).
Note: New assignments are visible after creation, even if a filter is active that would ordinarily exclude that assignment. If you apply a new filter or refresh/revisit the page, the filter will be applied as normal.
Note: Skills are defined in the Administration area under Lists. See Administering Lists for more details.
The process for adding skill assignments is the same, except you would choose Skill Assignment rather than Resource Assignment on the Add Assignment dialog. The dialog for adding skill assignments is simpler, as pictured below. You still select the project the same way.
The Resource Org node specifies the organization from which the skills are needed. See important note below for a special note about selecting a Resource Org.
Once a node is chosen, the In Node button allows you to search for skills only with resources in that node, or all skills defined in the organization. If the Resource Org is left blank, then data will only appear if In Node is unchecked.
Include Assigned, if checked, will include skills that are already assigned to the project. Otherwise, skills already assigned to the project are omitted by default.
Important: When selecting a Resource Org, you will be presented with an embedded dialog showing the OBS to select a node from. Once you select your node level, you must click Apply at the bottom of the embedded dialog to apply your selection. See screenshot below:
If you click on a resource hyperlink from any view where it appears, you’ll be taken to the Resource Workspace. On the Resource Workspace is an Assignments tab (see below).
If you click the “+” sign to add a new assignment from this page, you will be presented with a much simpler dialog, since you already know the resource. You simply need to select the project and the skill that needs to be filled, as shown below. The remaining instructions for adding and saving the assignment are the same as above for global assignments.
If you click on a project hyperlink from any view where it appears, you’ll be taken to the Project Workspace. On the Project Workspace is an Assignments tab (see below).
If you click the “+” sign to add a new assignment from this page, you will be presented with a similar dialog as from the global Assignment page, except here you don’t need to select a project, because you’re already entering the assignment from within the project. The remaining instructions for adding and saving the assignment are the same as above for global assignments.