Creating & Deleting Labor Assignments
Overview
Labor assignments can be created, modified, and deleted on three pages:
Assignment>Labor page
All labor (resource and skill) assignments and Open requests in the current data load.
Project>Data-Detail>Labor page
All labor (resource and skill) assignments and Open requests for the selected project.
Resource>Data-Detail>Labor page
All resource assignments and Open requests for the selected resource.
The details of the add assignment dialog vary depending on the active Labor assignment page (See below).
About the System Assignment ID (AID)
Each assignment row has a unique Assignment ID (AID) that is created automatically when the record is first saved. The AID field is empty on assignments that have been added but not saved.
The AID is required for import/export of assignment records, see Export and Import Data.
Note: New assignments are visible after creation, even if a filter is active that would ordinarily exclude them. If you apply a new filter or refresh/revisit the page, the filter will be applied to the new records as well.
Note: If the Labor page has been sorted before assignments are added, the new assignments are located on the page in the specified sort order. Thus it is possible that the new assignments are not visible without scrolling after closing the Add Assignment dialog.
The solution to the problem of finding added and changed records is the Filter on Changes checkbox.
Filter on Changes
If the Filter on Changes checkbox is checked, the page is filtered to display only those records that have been added or changed since the last save operation.
In this example, the Assignment>Labor page was sorted on Required Skill ascending and the user created skill assignments for DBA and QA Test. The new DBA assignment is at the top of the page and the QA Test is near the bottom.
Filter on Changes Unchecked
Filter on Changes Checked
How To
Delete Assignments
[Delete marks the selected and related records as “deleted”; the records remain in the database and can be recovered by the vendor.]
Step 1. Check the selection checkbox at the left of each assignment you want to delete.
Note: If there are many assignments not visible on the screen, be sure none are checked that you do NOT want to delete. You can use the Select/Deselect All checkbox at the far left of the title row to turn on and then off all selection checkboxes before selecting rows to be deleted.
Step 2. Click the trash can icon in the page toolbar.
Note: All assignment related records are also deleted including actuals, baselines, and change requests.
Step 3: Click the Yes button on the delete warning message.
Although records can be restored after they are deleted, this action is irreversible by the user in the frontend of ResourceFirst.
Add Resource Assignment from the Assignment>Labor Page
Simple use of the Add Assignment dialog.
Step 1: Click the “+” (Add) button.
Step 2: Select Add Resource Assignment.
Step 3: Select a project from the project drop down list or use type-ahead to filter the list.
Type “As”, get this:
Note: The resource fields in the bottom section of the dialog can configured by an administrator. See the article Administering Views for more detail.
Step 4: Select a node from the Resource Org drop-down.
This filters the list of resources that can be assigned to those in the specified ROBS node.
Step 5. Select one or more resources from the list of resources at the bottom of the dialog.
Step 6. Click Add & Close to create the assignments and exit the dialog.
OR click Add to create the assignments and remain in the dialog to change options and select additional resources for assignment.
Step 7: Enter values in assignment fields and period data cells.
IMORTANT: See article Data Entry in ResourceFirst.
Step 8: Click the Save icon to save the new assignments to the database.
[IMPORTANT NOTE:
If you have NOT sorted the assignments, the new assignments appear at the top of the grid.
If assignments ARE sorted, the new assignments appear in the specified sort order.
New assignments are visible after creation, even if a filter is active that would ordinarily exclude them.
If you apply a new filter or refresh/revisit the page, the filter will be applied to the new records as well.]
Advanced Features of the Add Resource Assignment Dialog
Show Only Available Skills Checkbox
Unchecked: Show all configured skills in the Required Skills drop-down.
Checked: Show the skills possessed by resources in the selected Resource Org node in the Required Skills drop-down.
Required Skill Drop-down
if you want to limit the staffing candidate resource list to those who have a specific skill, enter the required skill and check the Has Skill checkbox to filter.
Has Skill Checkbox
Checked: Show only resources who have the skill selected in the Required Skill drop-down box.
Unchecked: Show resources who meet all other criteria irrespective of Required Skill.
Include Assigned Checkbox
Checked: Show resources already assigned to the selected project who meet all other criteria.
Unchecked: Do not show resources already assigned to the project.
Include Inactive Checkbox
Checked: Show inactive resources who meet all other criteria.
Unchecked: Do not show inactive resources.
Resource Filter
Enter a text string and click the magnifying glass icon at the right of the control box to filter the staffing candidate list to resources with names containing the string.
[Note: Project and Required Skill are both true type-ahead drop-downs; Resource takes a partial search string but does NOT take effect until the user clicks the magnifying glass icon.]
Add New Search Field
Step 1: Click the Add New Search Field button to see a list of all resource fields.
Step 2: Select one or more fields to create search (filter) drop down controls on the Add Assignment dialog.
Fields appear in the dialog as soon as they are checked. Uncheck removes the field from the dialog.
No Search Field Value
Switzerland (SWZ) Search Field Value
Add Skill Assignment from the Assignment>Labor Page
Step 1: Click the “+” button (Add).
Step 2: Select Skill Assignment.
Step 3: Select a project from the project drop down.
Step 4: Use the following steps to expose skills in the lower pane of the dialog.
- Select a node in Resource OBS.
If In Node is checked, all skills in the current data load appear. - If needed, narrow the Skills list by typing a string in the Skill search field and clicking the magnifying glass icon.
Before entering text and clicking the magnifying glass.
After clicking the magnifying glass.
Step 5: Select one or more skills to assign to the project.
Finish: Steps 6-8 above under Add Resource Assignment.
Advanced Features of the Add Skill Assignment Dialog
In Node Checkbox
Checked: Show only skills possessed by a resource in the selected OBS node.
Unchecked: Show all configured skills..
Include Assigned Checkbox
Checked: Show skills already assigned to the project.
Unchecked: Do not show skills already assigned to the project.
Add New Search Field
See Add New Search Field under the section above Advanced Features of the Add Resource Assignment Dialog.
Creating Assignments on Detail>Labor Pages
Accessing the Project or Resource Detail Pages
You can access the Detail pages for a project or a resource in two ways:
- Click on the Detail mode icon on the Project or Resource Data page, or
- Click on the drill-down chevron in the project or resource name field.
Drill-down from the Assignments>Labor page, activates the Detail>Labor page of the selected project or resource.
These pages are the same as the Assignment>Labor page with two exceptions:
- The Resource>Data-Detail>Labor page contains assignments of the selected resource only and only resource assignments can be created.
- The Project>Data-Detail>Labor page contains all and only assignments to the project and both skill and resource assignments can be created.
The impact of these exceptions is that the Detail>Labor page Add Assignment dialogs are different from the corresponding dialog on the Assignment>Labor page.
Project>Data-Detail>Labor Add Assignment Dialog
Add assignment on the Project>Detail page is the same as on the Assignments>Labor page except there is no project selection drop-down in these dialogs.
Add Skill Assignment Add Resource Assignment
See the sections above Add Resource/Skill Assignment from the Assignment>Labor page for details on the use of these dialogs.
Resource>Data-Detail>Labor Add Assignment Dialog
There is no Resource OBS drop-down in this dialog.
A Required Skill can be specified that may be different from the resource’s Primary Skill. If the Required Skill field is empty, the resource’s Primary Skill (if any) is applied when the Add or Add & Close button is clicked.
The simple case on this page is to just select a project and click the Add & Close button.
Reminder: Save to the Database
Remember to click on the Save icon at upper right of the page to save changes to the database.
