Create Assignment Fields

These are the fields for the Create Assignment dialog in Resource and Project Planners.

Details

Field	Description
Allocation	Schedule allocation in hours or percent: If you select hours, enter the number of flat allocated hours. If you select percent, enter the percentage allocation to calculate hours per day.
Assignment Name	Read-only name for the assignment defaulted from the Project and Resource fields. Deselect Use Default Assignment Name and enter a custom assignment name.
End Date	End date of the schedule.
Project	Project that the resource is assigned to.
Resource	Resource A contact that works on a project. to be assigned to the project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets..
Role	Role to which the resource is being assigned. Note: This field might be blank or auto-populated with a role value. For more information, see Inherit Role for Create Assignment.
Start Date	Start date of the schedule.
Use Default Assignment Name	When selected, the Create Assignment dialog uses the system-generated default for the assignment name. Deselect to edit the Assignment Name field.

Field	Description
Bill Rate	Rate used when calculating billing for the hours entered on timecards for the assignment Connection between a resource and a project..
Billable	Indicates whether the assignment is billable or non-billable. When Billable is selected, the assignment is included in billing events. Note: When you deselect Billable, the Bill Rate value is removed, and Bill Rate and Rate Type are both disabled.
Cost Rate	Hourly rate used to calculate the cost of the resource for the time entered on this assignment. Note: Cost Rate behaves differently depending on the settings in your org and your FLS Field Level Security access. Cost Rate is either not displayed, displayed showing zero, or displayed showing the resource's cost rate.
Rate Currency	Currency to use for the assignment.
Rate Type	Billing rate type: Hourly Daily
Use Default Cost Rate	When selected, if the cost rate and currency fields are shown, the default resource cost rate and currency are used for the project task assignment.

You can display a list of additional fields in the Create Assignment dialog. See the Assn Additional Fields Field Set Name description in Resource and Project Planners Settings and Preferences.

Notes:

You require field-level permission to view and edit individual fields in Additional Fields.

The Additional Fields section is hidden when there are no additional fields configured to display in the Create Assignment dialog.

Field	Description
Milestone	Milestone for the assignment. Timecards logged for the assignment are associated with this milestone A fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it..
Notes	Notes associated with the assignment.

Tasks