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Assignments Overview

This article serves as an introduction to labor and financial assignments in ResourceFirst.

Overview

There are two primary types of assignments in ResourceFirst: Labor and Financial.

All assignments relate

an Organization Breakdown Structure (OBS) node,

an item of type Labor or Financial,

a single project, and

demand values for the item by time period.

Labor Assignments

There are two types of Labor assignments: Resource (a person by name) and Skill.

On Resource assignments, the OBS node is fixed since people are members of one and only one resource OBS node.

On Skill assignments the resource OBS node defines the range of resources from which a person with the Required skill is needed. A Skill assignment is defined by the absence of a resource name.

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Labor assignments are viewed and managed on the following pages:

Projects > Assignments

Resources > Assignments

Individual Project Workspace > Forecast 

Individual Resource Workspace > Forecast 

PMO > Assignment Rollup (read only)

Note that a user with appropriate rights can add or delete assignments and can edit attributes (fields) including period demand values.

See the remaining articles in this series for details on the features available on the Labor Assignment pages.

Understanding the Analysis Indicators (color codes)

The colors on the period values are the result of the ResourceFirst prioritized resource availability analysis, and are as follows:

  • Yellow/orange/red shows the assignments that cannot be filled (or, in the case of skill assignments, are not yet filled), to varying degrees, assuming all assignments are addressed in priority order with the available capacity of the resource/skill. 
    • Yellow means a small amount of the assignment cannot be filled.
    • Orange means a moderate amount of the assignment can't be filled.
    • Red means a large amount of the assignment can't be filled.
    • Skill assignments also show in red until they are filled with a named resource.

The color thresholds are set by the administrator for all users. See Server Settings and General Defaults for how to change the thresholds.

Note that the colors do not necessarily indicate the degree of the resource's over-utilization (for that, you need to go to the Utilization page). Rather, they indicate how much of an assignment cannot be filled by the resource, given their availability. So if you have an assignment for the resource for a given period that is for 1 FTE (full time), then all subsequent assignments for that resource in that period will be RED, because the resource is at capacity and cannot fill any part of other assignments.

In contrast, if you have an assignment for the resource for .50 (half) of an FTE, and then you assign them to another project in the same period for .60 of an FTE, then the second project will be YELLOW because they can only fill .50 of the required .60 FTEs for that second project. In other words, the colors indicate how much of an assignment can be filled by the resource, given their other assignments and their capacity.

NOTE: Skill assignments generally appear in RED because they need to be filled. However, if you have Optimization turned on (with the option: Use Availability for Skill Assignments), you will see the Yellow/Orange/Red colors for skill assignments based on the degree to which unused capacity with that skill is able to satisfy the demand.

Financial Assignments

Financial assignments are viewed and managed on the following pages:

Financials > Assignments

Individual Project Workspace > Financials 

 “Managed” means that a user with appropriate rights can add or delete assignments and can edit attributes (fields) including period financial values.

See the following articles for details on the features available on the Financial Assignment pages.

Project Financials

Portfolio Financial Assignments

 

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