Mass Assign Resources to Project Fields
Professional Services Cloud
Here is a description of the fields on the Mass Assign Resources to Project page.
Quick Update Assignments and Assignment Details Fields
Key:
* – Mandatory in Assignment Details section.
# – Displayed depending on the configuration your administrator has set and if displayed could be mandatory.
R – Read-only
Field | Description | ||
---|---|---|---|
Bill Rate | * | Bill rate for the assignment![]() |
|
Billable | Indicates whether the customer can be charged for the assignment and therefore included in billing events. | ||
Cost Rate | The cost rate for the resource![]() |
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Currency | The currency that the assignment is billed in. | ||
Day Fields | * | Scheduled hours for the assignment on each day. | |
Milestone | # | The milestone to which the assignment applies. | |
Name | The name of the assignment. | ||
Planned Bill Rate | The bill rate used during planning activities on fixed price resource requests when the actual bill rate is zero. | ||
Planned Hours | The number of planned hours for the assignment. This field exists on projects, assignments and milestones and is for simple planning purposes. | ||
Resource | R | The project![]() |
|
Start/End Date | * | The start and end dates of the assignment. |
Scheduling Fields
Field | Description |
---|---|
Ignore Holidays | Determines whether holidays for the resource are ignored when the assignment is created. |
Scheduled Hours | The number of hours to schedule. |
Scheduling Strategy | The scheduling strategy to use. For more information, see Scheduling Strategies Overview. |
Sun - Sat | The days on which the strategy applies. |
Buttons
Button | Description |
---|---|
Create Assignments | Creates the assignments with the options selected. |
Quick Update All | Updates each assignment line in the Assignment Details section. |
Update Schedules for Selected Assignments | Click to apply the selected schedule strategy to the selected assignments. |