Assignment__c

Label: Assignment

Stores information about the allocation of a resource to a project and specifies the bill rate and cost rate for time entered. It references the schedule for a resource and, optionally, a project milestone.

Field Name	Field Label	Created in Version	Description	Type	Required	Default Value
API_Assignment_Correlation_Id__c	API Assignment Correlation ID	Spring 2018		Text(255)	false
Action_Refresh_EVA_Hours_From_Timecards__c	Action: Refresh EVA Hours From Timecards	Pre-Spring 2018	If checked on save, refreshes Actual Time information on Est Vs Actuals records from Timecards associated with Assignment.	Checkbox		false
Action_Refresh_Expense_Rollups__c	Action: Refresh Expense Roll-Ups	Spring 2020	If checked on save, recalculates information from expenses associated with the assignment.	Checkbox		false
Action_Refresh_Hours_From_Schedule__c	Action: Refresh Hours From Schedule	Pre-Spring 2018	If checked on save, refreshes Scheduled Hours and Est Vs Actuals records related to Assignment Schedule.	Checkbox		false
Action_Refresh_Timecard_Rollups__c	Action: Refresh Timecard Roll-Ups	Spring 2020	If checked on save, recalculates information from timecards associated with the assignment.	Checkbox		false
Action_Sync_With_External_Calendar__c	Action: Sync with External Calendar	Spring 2023	Checkbox to sync assignment with external calendar.	Checkbox		false
Assignment_Daily_Notes_Last_Updated__c	Assignment Daily Notes Last Updated	Pre-Spring 2018	Date-time of most recent insert/update/delete/undelete on the Assignment Daily Notes child records.	DateTime	false
Assignment_Daily_Notes__c	Assignment Daily Notes	Pre-Spring 2018	Shows concatenated notes from Assignment's Daily Notes child records.	LongTextArea(32000)
Assignment_Number__c	Assignment Number	Pre-Spring 2018		AutoNumber
Average_Cost_Rate_Currency_Code__c	Average Cost Rate Currency Code	Pre-Spring 2018		Text(3)	false
Average_Cost_Rate_Number__c	Average Cost Rate Number	Pre-Spring 2018		Number(18,2)	false
Average_Cost_Rate__c	Average Cost Rate	Pre-Spring 2018	Formula: Average_Cost_Rate_Currency_Code__c & ' ' & TEXT(Average_Cost_Rate_Number__c)	Text	false
Batch_Sequence_Number__c	Batch Sequence Number	Pre-Spring 2018	Not intended for display. Needed to convert the autonumber to a numeric value for sorting. Formula: Value(Batch_Sequence__c)	Number(18,0)	false
Batch_Sequence__c	Batch Sequence	Pre-Spring 2018	An auto-number used for batch processing assignments. Not intended for display.	AutoNumber
Bill_Rate__c	Bill Rate	Pre-Spring 2018		Currency(18,4)	false
Billable_Amount_In_Financials__c	Billable Amount In Financials	Pre-Spring 2018		Currency(18,2)	false	0.00
Billable_Amount_Submitted__c	Billable Amount Submitted	Pre-Spring 2018		Currency(18,2)	false	0.00
Billable_Days_In_Financials__c	Billable Days In Financials	Pre-Spring 2018		Number(18,6)	false	0
Billable_Days_Submitted__c	Billable Days Submitted	Pre-Spring 2018		Number(18,6)	false	0
Billable_Expenses_In_Financials__c	Billable Expenses In Financials	Pre-Spring 2018		Currency(18,2)	false	0.00
Billable_Expenses_Submitted__c	Billable Expenses Submitted	Pre-Spring 2018		Currency(18,2)	false	0.00
Billable_Hours_In_Financials__c	Billable Hours In Financials	Pre-Spring 2018		Number(14,2)	false	0.00
Billable_Hours_Submitted__c	Billable Hours Submitted	Pre-Spring 2018		Number(14,2)	false	0.00
Budget_Allocation__c	Budget Allocation	Summer 2024	This budget allocation will be set on timecards logged against the assignment, in order to track their budget consumption. It takes precedence over the related milestone's budget allocation. Looks up to: Budget_Allocation__c	Lookup	false
Closed_for_Expense_Entry__c	Closed for Expense Entry	Pre-Spring 2018	If checked, indicates that Expense Reports and Expenses may no longer be entered for this Assignment. Is checked automatically when the Assignment's Project is Closed for Expense Entry.	Checkbox		false
Closed_for_Time_Entry__c	Closed for Time Entry	Pre-Spring 2018	If checked, indicates that Timecards may no longer be entered for this Assignment. Is checked automatically when the Assignment's Project is Closed for Time Entry.	Checkbox		false
Cost_Rate_Amount__c	Cost Rate Amount	Pre-Spring 2018		Number(18,2)	false	0.00
Cost_Rate_Currency_Code__c	Cost Rate Currency Code	Pre-Spring 2018		Text(3)	false
Cost_Rate__c	Cost Rate	Pre-Spring 2018	Formula: Cost_Rate_Currency_Code__c & ' ' & TEXT(ROUND(Cost_Rate_Amount__c,2))	Text	false
Daily_Bill_Rate__c	Bill Rate is Daily Rate	Pre-Spring 2018		Checkbox		false
Daily_Cost_Rate__c	Cost Rate is Daily Rate	Pre-Spring 2018		Checkbox		false
Daily_Timecard_Notes_Required__c	Daily Timecard Notes Required	Pre-Spring 2018		Checkbox		false
Default_Assignment_to_Sync_Jira_Worklog__c	Use for Syncing Time from Jira	Fall 2019	Determines if this assignment is used for syncing time from Jira.	Checkbox		false
Description__c	Description	Pre-Spring 2018		Text(255)	false
ERP_Absence_Correlation_Id__c	Foundations Absence Correlation	Pre-Spring 2018	This records the absence request correlation key used within the Foundations system.	Text(255)	false
Eligible_for_Schedule_Recalculation__c	Eligible for Schedule Recalculation	Pre-Spring 2018		Checkbox		false
End_Date__c	End Date	Pre-Spring 2018	Formula: Schedule__r.End_Date__c	Date	false
Estimated_Time_To_Completion__c	Estimated Time To Completion	Pre-Spring 2018		Number(8,2)	false	0.00
Exclude_From_EVA_Calculation__c	Exclude from EVA Calculation	Summer 2024	When selected, the EVAs are not calculated for this assignment.	Checkbox		false
Exclude_From_External_Calendar_Sync__c	Exclude from External Calendar Sync	Spring 2023	When selected, the assignment is not synced with an external calendar and the existing calendar events are also deleted if any.	Checkbox		false
Exclude_From_Tc_Exp_Rollups__c	Exclude from Timecard Expense Rollups	Summer 2024	When selected, the assignment is excluded from timecard and expense rollup calculation.	Checkbox		false
Exclude_From_Utilization__c	Exclude from Utilization	Spring 2020	When selected, this assignment is excluded from Utilization calculations.	Checkbox		false
Exclude_from_Billing__c	Exclude from Billing	Pre-Spring 2018	If this flag is checked, then all of the Assignment's child Timecard Splits and Expenses will be created with their Exclude from Billing flag checked, which would make them not eligible for Billing Generation. This can be overridden at the child level.	Checkbox		false
Exclude_from_Planners__c	Exclude from Planners	Pre-Spring 2018	When selected, excludes the assignment from Work Planners and from the Resource and Project Planners. Any excluded assignments are omitted from totals calculations in all planners and from color coding in the Resource and Project Planners.	Checkbox		false
Hours_to_Days_Rule__c	Hours to Days Rule	Pre-Spring 2018	Specifies how to convert hours to days for time cards against this assignment Looks up to: Hours_to_Days_Rule__c	Lookup	false
Is_Billable__c	Billable	Pre-Spring 2018		Checkbox		false
Location__c	Location	Pre-Spring 2018		Picklist: ALABAMA ALASKA AMERICAN SAMOA ANZAC ARIZONA ARKANSAS ASIA CALIFORNIA CANADA COLORADO CONNECTICUT DELAWARE DISTRICT OF COLUMBIA EMEA FEDERATED STATES OF MICRONESIA FLORIDA GEORGIA GUAM HAWAII IDAHO ILLINOIS INDIANA IOWA KANSAS KENTUCKY LATIN AMERICA LOUISIANA MAINE MARSHALL ISLANDS MARYLAND MASSACHUSETTS MEXICO MICHIGAN MINNESOTA MISSISSIPPI MISSOURI MONTANA NEBRASKA NEVADA NEW HAMPSHIRE NEW JERSEY NEW MEXICO NEW YORK NORTH CAROLINA NORTH DAKOTA NORTHERN MARIANA ISLANDS OHIO OKLAHOMA OREGON OTHER PALAU PENNSYLVANIA PUERTO RICO RHODE ISLAND SOUTH CAROLINA SOUTH DAKOTA TENNESSEE TEXAS UTAH VERMONT VIRGIN ISLANDS VIRGINIA WASHINGTON WEST VIRGINIA WISCONSIN WYOMING	false
Milestone__c	Milestone	Pre-Spring 2018	If an Assignment is associated with a Milestone, Timecards logged for that Assignment will, by default, also be associated with the Milestone on the Assignment at the time. Looks up to: Milestone__c	Lookup	false
Nick_Name__c	Nickname	Pre-Spring 2018	Alias for the assignment name.	Text(255)	false
Non_Billable_Days_In_Financials__c	Non-Billable Days In Financials	Pre-Spring 2018		Number(18,6)	false	0
Non_Billable_Days_Submitted__c	Non-Billable Days Submitted	Pre-Spring 2018		Number(18,6)	false	0
Non_Billable_Expenses_In_Financials__c	Non-Billable Expenses In Financials	Pre-Spring 2018		Currency(18,2)	false	0.00
Non_Billable_Expenses_Submitted__c	Non-Billable Expenses Submitted	Pre-Spring 2018		Currency(18,2)	false	0.00
Non_Billable_Hours_In_Financials__c	Non-Billable Hours In Financials	Pre-Spring 2018		Number(14,2)	false	0.00
Non_Billable_Hours_Submitted__c	Non-Billable Hours Submitted	Pre-Spring 2018		Number(14,2)	false	0.00
Override_Expense_Group__c	Override Expense Group	Pre-Spring 2018	If set, overrides the default Group to which this Assignment's Expense Transactions will roll up for Group Actuals, even if the Project or Resource are in a different Group. Note that either way, the Expense Transactions will continue to roll up to the same Project's Project Actuals and same Resource's Resource Actuals. Looks up to: Grp__c	Lookup	false
Override_Expense_Practice__c	Override Expense Practice	Pre-Spring 2018	If set, overrides the default Practice to which this Assignment's Expense Transactions will roll up for Practice Actuals, even if the Project or Resource are in a different Practice. Note that either way, the Expense Transactions will continue to roll up to the same Project's Project Actuals and same Resource's Resource Actuals. Looks up to: Practice__c	Lookup	false
Override_Expense_Region__c	Override Expense Region	Pre-Spring 2018	If set, overrides the default Region to which this Assignment's Expense Transactions will roll up for Regional Actuals, even if the Project or Resource are in a different Region. Note that either way, the Expense Transactions will continue to roll up to the same Project's Project Actuals and same Resource's Resource Actuals. Looks up to: Region__c	Lookup	false
Override_RPG_Audit_Notes__c	Override RPG Audit Notes	Pre-Spring 2018	Audit Notes related to any Overrides for the Region/Practice/Group of the Assignment's Timecard (Revenue and Cost) and Expense-related Transactions.	TextArea	false
Override_RPG_Enabled__c	Override RPG Enabled	Pre-Spring 2018	If checked, allows Override Regions, Practices, and Groups to be set for the Assignment's Timecard (Revenue and Cost) and Expense-related Transactions.	Checkbox		false
Override_Timecard_Cost_Group__c	Override Timecard Cost Group	Pre-Spring 2018	If set, overrides the default Group to which this Assignment's Timecard Cost Transactions will roll up for Group Actuals, even if the Project or Resource are in a different Group. Note that either way, the Timecard Cost Transactions will continue to roll up to the same Project's Project Actuals and same Resource's Resource Actuals. Looks up to: Grp__c	Lookup	false
Override_Timecard_Cost_Practice__c	Override Timecard Cost Practice	Pre-Spring 2018	If set, overrides the default Practice to which this Assignment's Timecard Cost Transactions will roll up for Practice Actuals, even if the Project or Resource are in a different Practice. Note that either way, the Timecard Cost Transactions will continue to roll up to the same Project's Project Actuals and same Resource's Resource Actuals. Looks up to: Practice__c	Lookup	false
Override_Timecard_Cost_Region__c	Override Timecard Cost Region	Pre-Spring 2018	If set, overrides the default Region to which this Assignment's Timecard Cost Transactions will roll up for Regional Actuals, even if the Project or Resource are in a different Region. Note that either way, the Timecard Cost Transactions will continue to roll up to the same Project's Project Actuals and same Resource's Resource Actuals. Looks up to: Region__c	Lookup	false
Override_Timecard_Revenue_Group__c	Override Timecard Revenue Group	Pre-Spring 2018	If set, overrides the default Group to which this Assignment's Timecard Revenue Transactions will roll up for Group Actuals, even if the Project or Resource are in a different Group. Note that either way, the Timecard Revenue Transactions will continue to roll up to the same Project's Project Actuals and same Resource's Resource Actuals. Looks up to: Grp__c	Lookup	false
Override_Timecard_Revenue_Practice__c	Override Timecard Revenue Practice	Pre-Spring 2018	If set, overrides the default Practice to which this Assignment's Timecard Revenue Transactions will roll up for Practice Actuals, even if the Project or Resource are in a different Practice. Note that either way, the Timecard Revenue Transactions will continue to roll up to the same Project's Project Actuals and same Resource's Resource Actuals. Looks up to: Practice__c	Lookup	false
Override_Timecard_Revenue_Region__c	Override Timecard Revenue Region	Pre-Spring 2018	If set, overrides the default Region to which this Assignment's Timecard Revenue Transactions will roll up for Regional Actuals, even if the Project or Resource are in a different Region. Note that either way, the Timecard Revenue Transactions will continue to roll up to the same Project's Project Actuals and same Resource's Resource Actuals. Looks up to: Region__c	Lookup	false
Percent_Allocated__c	Percent Allocated	Pre-Spring 2018		Number(3,0)	false	100
Planned_Bill_Rate__c	Planned Bill Rate	Pre-Spring 2018		Currency(18,4)	false
Planned_Hours__c	Planned Hours	Pre-Spring 2018	User editable number of hours originally planned for this assignment. NOTE: this field is user maintained and will not be updated automatically.	Number(12,2)	false	0
Planned_Revenue__c	Planned Revenue (Hours)	Pre-Spring 2018	Planned Hours * Bill Rate Formula: Planned_Hours__c * Bill_Rate__c	Currency(18,2)	false
Project_Task_Hours__c	Project Task Hours	Pre-Spring 2018		Number(18,2)	false
Project__c	Project	Pre-Spring 2018	Looks up to: Proj__c	Lookup	false
Projected_Revenue__c	Projected Revenue	Pre-Spring 2018		Currency(18,2)	false
Rate_Card__c	Rate Card	Pre-Spring 2018	Looks up to: Rate_Card__c	Lookup	false
Recalculate_Project_Monitor_Fields__c	Recalculate Project Monitor Fields	Summer 2024		Checkbox		false
Resource_Cost_Rate_Date__c	Resource Cost Rate Date	Pre-Spring 2018		Date	false	TODAY()
Resource_Request__c	Resource Request	Pre-Spring 2018	Resource Request Lookup populated only when assignment is created from a resource request. Looks up to: Resource_Request__c	Lookup	false
Resource__c	Resource	Pre-Spring 2018	Looks up to: Contact	Lookup	false
Role__c	Role	Pre-Spring 2018		Picklist: Architect Business Analyst Client Manager Consultant Contractor Executive Project Manager Senior Consultant Trainer	false
Schedule_Updated__c	Schedule Updated	Pre-Spring 2018		Checkbox		true
Schedule__c	Schedule	Pre-Spring 2018	Looks up to: Schedule__c	Lookup	false
Scheduled_Days__c	Scheduled Days	Pre-Spring 2018	Formula: Schedule__r.Scheduled_Days__c	Number(18,2)	false
Scheduled_Hours__c	Scheduled Hours	Pre-Spring 2018	Formula: Schedule__r.Scheduled_Hours__c	Number(18,2)	false
Send_to_Third_Party_Expenses_Application__c	Send to Third-Party Expenses Application	Spring 2019	Controls whether or not the assignment is sent to a third-party expenses application. Formula: AND(Resource__r.Is_Resource__c , Resource__r.Is_Resource_Active__c , NOT(Project__r.Closed_for_Expense_Entry__c), NOT(Closed_for_Expense_Entry__c))	Checkbox
Show_Assignment_Methodologies_Only__c	Show Assignment Methodologies Only	Pre-Spring 2018	Indicates whether the Methodology field on the Time Entry page and Expense Entry page only lists assignment methodologies. When true, only assignment methodologies are shown. When false, the methodologies that belong to the project to which the assignment relates are shown. The default value is false.	Checkbox		false
Show_Assignment_Milestones_Only__c	Show Assignment Milestones Only	Pre-Spring 2018	Indicates whether the Milestone field on the Time Entry page and Expense Entry page only lists assignment milestones. When true, only assignment milestones are shown. When false, the milestones that belong to the project to which the assignment relates are shown. The default value is false.	Checkbox		false
Show_Assignment_Phases_Only__c	Show Assignment Phases Only	Pre-Spring 2018	Indicates whether the Phase field on the Time Entry page and Expense Entry page only lists assignment phases. When true, only assignment phases are shown. When false, the phases that belong to the project to which the assignment relates are shown. The default value is false.	Checkbox		false
Source_Assignment__c	Source Assignment	Summer 2024	The source assignment from which the new assignment is copied. Looks up to: Assignment__c	Lookup	false
Source__c	Source	Summer 2022	If set, this indicates how the assignment was created.	Picklist: Auto-Assign	false
Start_Date__c	Start Date	Pre-Spring 2018	Formula: Schedule__r.Start_Date__c	Date	false
Status__c	Status	Pre-Spring 2018		Picklist: Closed Scheduled Tentative	false
Suggested_Bill_Rate_Currency_Code__c	Suggested Bill Rate Currency Code	Pre-Spring 2018		Text(3)	false
Suggested_Bill_Rate_Number__c	Suggested Bill Rate Number	Pre-Spring 2018		Number(18,4)	false
Suggested_Bill_Rate__c	Suggested Bill Rate	Pre-Spring 2018	Formula: Suggested_Bill_Rate_Currency_Code__c & ' ' & TEXT(Suggested_Bill_Rate_Number__c)	Text	false
Team_Member_Swap_Date__c	Team Member Swap Date	Spring 2018	This field shows the date on which most recent swap occurred. Note this field is only used in the swap shift functionality in Team Schedule Planner.	Date	false
Team_Member_Swapped_Out__c	Team Member Swapped Out	Spring 2018	This field shows the most recent resource who was previously assigned to the assignment before the action of shift swap. Note this field is used in the swap shift functionality in Team Schedule Planner. Looks up to: Contact	Lookup	false
Team_Schedule_Slot_Key__c	Team Schedule Slot Key	Pre-Spring 2018	A list of the related Project, Resource, and Team Schedule Slot IDs.	Text(255)	false
Team_Schedule_Slot__c	Team Schedule Slot	Pre-Spring 2018	The team schedule slot. Looks up to: Team_Schedule_Slot__c	Lookup	false
Third_Party_Expenses_App_Correlation_ID__c	Third-Party Expenses App Correlation ID	Fall 2020	Unique identifier of the assignment in a third-party expenses application. Used for synchronization.	Text(255)	false
Time_Credited__c	Time Credited	Pre-Spring 2018	This checkbox should be checked for non-billable Assignments for which hours are credited towards utilization.	Checkbox		false
Time_Excluded__c	Time Excluded	Pre-Spring 2018	This checkbox should be checked for non-billable assignments for which time should neither count for or against utilization.	Checkbox		false
Timecard_External_Costs_In_Financials__c	Timecard External Costs In Financials	Pre-Spring 2018		Currency(18,2)	false	0.00
Timecard_External_Costs_Submitted__c	Timecard External Costs Submitted	Pre-Spring 2018		Currency(18,2)	false	0.00
Timecard_Internal_Costs_In_Financials__c	Timecard Internal Costs In Financials	Pre-Spring 2018		Currency(18,2)	false	0.00
Timecard_Internal_Costs_Submitted__c	Timecard Internal Costs Submitted	Pre-Spring 2018		Currency(18,2)	false	0.00
Use_Project_Currency_For_Resource_Cost__c	Use Project Currency For Resource Cost	Pre-Spring 2018		Checkbox		false
Use_Resource_Currency_For_Resource_Cost__c	Use Resource Currency For Resource Cost	Pre-Spring 2018		Checkbox		false
Use_Resource_Default_Cost_Rate__c	Use Resource Default Cost Rate	Pre-Spring 2018		Checkbox		false
Use_Resource_Default_Cost_Rate_as_Daily__c	Use Resource Default Cost Rate as Daily	Pre-Spring 2018		Checkbox		false
Utilization_Run__c	DEPRECATED: Utilization Run	Spring 2023	The ID of the utilization run that most recently processed this assignment.	Text(255)	false