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Creating Labor Assignments

This article shows how to add, delete, and update resource and skill assignments.

Add Assignment Overview

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.

Adding a Resource Assignment from the Global Assignments Page

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:

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You will then be presented with the Assignments page:

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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).

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If you select Resource Assignment, you'll see the following dialog.

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Steps for adding the assignment:

  1. On the Project dropdown, select the project the assignment is for. To find it, you'll have to drill down to the appropriate Project OBS level, unless you're using Project Picklists, in which case a simple list of projects will appear. See Using Picklists for more on picklists.

    Type ahead search/filter is available in the Project and Required Skill input boxes. After entering a portion of the desired field value (e.g., “ch” below in the Project box), items matching the search value are displayed. Click the desired item to select it.

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  2. The "Show only available skills" checkbox (recommended) will result in the following Skills dropdown only showing skills possessed by a resource in your current data load. Otherwise, all skills defined in the system will be shown.
     
  3. On the Required Skill dropdown, select the skill for which you need a resource.
    • Note: If the Required Skill field is empty when a resource assignment is added (for example, if you unchecked "Has Skills" for a broader search of resources), the Primary Skill of the resource chosen is used for the Required Skill in the assignment.
       
  4. In the Resource field, either enter a full or partial resource name or simply click the search button (magnifying glass) to search for resources. The available resources will appear below (see image below for an example).
    • Note: To narrow your search, you can use any of the following options:
      • Add New Search Field (this allows you to select fields in the database to your search criteria, where you can enter search filters)
      • Include Inactive (this includes inactive resources in your search)
      • Has Skill (by default, this is checked. You can uncheck it to expand your search to include resources without the needed skill, for example if you just need anyone, or if someone with "close enough" skills will be adequate.
      • Include Assigned (This includes resources that are already assigned to the project in question, perhaps under a different skill. By default those resources are omitted from the search)

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.

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  1. Select one or more resources and then click either Add (to add the resource and leave the dialog box open for more entries) or Add & Close (to add the resource and close the dialog box). Or Cancel to back out.
     
  2. 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.

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    Drag-Fill

    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.

  3. Once you've entered your demand information, press Save to save the new assignment.  The color indicators will indicate if the full assignment amount is able to be allocated, or if part or all of it is unable to be allocated. The amount that cannot be allocated is considered Shortfall. See Assignments Overview for more on the color indicators.

 

Adding Skill Assignments

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.

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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:

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Resource Workspace Assignments

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).

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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.

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Project Workspace 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).

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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.

 

Reminder: Save to the Database

To save changes to the database, always remember to click on the Save icon at upper right of the page.

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