Viewing Record Details

Shows details of the selected assignment. The following information is displayed by default: Resource, Project, Role, Start Date, and End Date.

An administrator can configure the fields displayed using the Lightning App Builder. For more information, see Work Planner Lightning Component Properties.

The progress bar displays a visual representation of how much work has been done on the selected assignment. It shows the number of hours entered on timecards so far (total actual hours) as a proportion of the total number of scheduled hours on the assignment.

To view a list of the timecards entered against the selected assignment, click View Timecards.

The following fields are displayed in the Assignment Progress section.

Lists the project tasks on the selected assignment. You can click each project task to view full details.

The project task start and end dates are displayed by default. An administrator can configure the information displayed using the Lightning App Builder. For more information, see Work Planner Lightning Component Properties.

To view details of the project associated with the selected assignment, click View Project.

Displays details of the project. The following information is displayed by default: Start Date, End Date, Region, Practice, Group, Account, Billable, and Project Manager.

An administrator can configure the fields displayed using the Lightning App Builder. For more information, see Work Planner Lightning Component Properties.

Displays details of the resource request. The following information is displayed by default: Project, Start Date, End Date, Opportunity, Resource Held, Resource Role, and Resource.

An administrator can configure the fields displayed using the Lightning App Builder. For more information, see Work Planner Lightning Component Properties.

To view the Requested Skills section, you must have the Skill / Certification Rating object permission assigned. For more information, contact your administrator.

This section displays the skills on a resource request.

• For unheld resource requests, the skills are displayed under Skills/Certifications and grouped by skill sets
• For held resource requests, the skills of the resources are matched with the skills on the resource request

For held resource requests, the following icons are used:

• - matched skill
• - unmatched skill
• - aspirational skill
• - certified skill

Contact your administrator if you would like to see the skills categorized into Essential and Desirable. For more information, see Enable Desirable Skills.