Assignment Schedule Fields

Here is a description of the fields and buttons on the Edit Assignment Schedule page and Edit Schedule Information window.

Note:

Calculation of scheduled days respects hours to days rules when PSA is configured to do so.

Schedule

The sections that follow describe the fields that show the current schedule.

Information Fields

The information fields show the current schedule.

Key:
* – Mandatory.
R – Read-only

Field     Description
Actual Timecard Hours   R Number of hours booked to the assignment on timecards.
Assignment End Date     End date of the assignment.
Assignment Name   R

Name of the assignmentClosed Connection between a resource and a project. to which the schedule relates.

Unless you have created an assignment manually, this is created from the project name and the resource name in the format 'ProjectName - ResourceName'. The maximum length is 80 characters, including the 3 separating characters between the project and resource names. If the combined length of your project and resource names exceeds 77 characters, they are truncated proportionally. You can configure the maximum lengths of project names and resources names to be used in assignment names. See Assignment Settings.
Assignment Start Date     Start date of the assignment.
Future Scheduled Hours   R Number of hours scheduled for this and subsequent weeks to the end of the schedule.
Pattern *   The pattern of the assignment schedule displaying the number of hours the resourceClosed A contact that works on a project. should spend on the assignment each day, for example, from Monday to Sunday.
Planned Hours   R Number of hours originally planned for the assignment. This field exists on projects, assignments and milestones and is for simple planning purposes. You can set Salesforce field-level security on this field. When you create an assignment from a resource requestClosed A means of asking for resources for a project or an opportunity., the requested hours data on the resource request is copied to the Planned Hours field on the assignment. When you create a project from a template, the planned hours data is copied.
Project End Date     End date of the project.
Project Start Date     Start date of the project.
Schedule   R Schedule ID of the schedule to which the assignment relates. You can click the link to view the Schedule page.
Schedule Name     Name of the schedule record on the assignment. Click the Schedule Name link to view the schedule.
Scheduled Hours   R The total number of hours scheduled for the assignment.

Schedule Exceptions Fields

The schedule exceptions fields show exceptions to the schedule pattern that have been added to the schedule. Click to view the schedule exceptions.

Key: R – Read-only

Field   Description
Name R ID of the schedule exception. You can click the link to view the schedule exception detail.
Del R Deletes the schedule exception.
Start/End Date R The start and end date for the schedule exception.
Default Exception Hours Per Day R Default number of hours to populate the day fields with when you do not enter a specific value for an individual day.
Day fields R The hours on each day that the schedule is changed to when the exception is applied to the schedule pattern.

Schedule Exceptions Buttons

The Delete All Exceptions button deletes all the schedule exceptions.

Warning:

When you make a change in the Schedule Exceptions section, there is no option to preview your changes before saving them.

Schedule Fields

The Schedule section shows hours for each day in the schedule after schedule exceptions have been considered.

Reschedule

This section describes the fields that allow you to change all or part of a schedule. When you reschedule, one or more schedule exceptions is created from the you specify to the end of the schedule.

Note:

When you reschedule, all schedule exceptions on or after the From Date are deleted.

Field   Description
From Date   The date from which to change the schedule.
Scheduling Strategy   The scheduling strategy to use. See Scheduling Strategy.
Number of Hours   The number of hours to adjust the schedule to. When you save the changes, the Future Scheduled Hours and Total Scheduled Hours fields are updated.

Scheduling Strategy

You can use the following available scheduling strategies depending on the options your administrator has set.

Key:

  • N = Strategy not supported in the Schedule Strategy field of the Reschedule section when you click Edit Schedule on the Assignment page to update an assignment schedule.
Scheduling Strategy

Key

 Description Usage
Adjust Hours Per Day Calculates the hours per day based on the assignment start and end dates and the scheduled Hours. For resource requests, calculates the hours per day based on the requested start and end dates and requested hours on the resource request. Scheduled Hours are distributed evenly between the start and end dates for the resource's working days based on the resource's work calendar. Consequently, the hours per day might not match the resource's work calendar.

If the Adjust Hours Strategy Respects Holidays custom setting in the Assignment settings is set, the schedule respects holidays and schedule exceptions are created for them. Hours are spread across other days. For more information, see Schedule Exceptions Overview.
Calculate End Date, Ignore Availability   Calculates the end date ignoring the resourceClosed A contact that works on a project. 's other assignments.
Note: The end date is changed automatically if the scheduled hours do not fit within the resource's work calendar.
 A resource's work calendar is set to 8 hours per working day:
  • The resource is not available on 12/23/2011
  • The start date for the assignment is 12/21/2011
  • The end date of the assignment is 12/23/2011
Note: If you enter 17 Scheduled Hours and click Update Schedule, the End Date shown in the Schedule details section is shown in black because the resource's unavailability on 12/23/2011 is ignored.
Calculate End Date, Level Schedule   Calculates the end date for the assignment respecting the resource's other assignments and holidays on their work calendar. The end date on the Schedule Details is calculated automatically.
Note: The end date is changed to show the date on which the Scheduled Hours will be achieved.
 A resource's work calendar is set to 8 hours per working day:
  • The resource is not available on 12/23/2011
  • The start date for the assignment is 12/21/2011
  • The end date of the assignment is 12/23/2011
Note: If you enter 17 Scheduled Hours and click Update Schedule, the End Date shown in the Schedule details section is shown in red because the Scheduled Hours cannot be achieved without moving the end date of the assignment.
Custom N Calculates the end date based on hours you enter in the Day fields. For a resource working on an assignment for four days a week, enter hours in the Day fields for four days only. The end date is based on the four days, respecting public holidays, but excluding weekends.
Percent Allocation

Calculates the hours per day based on the percentage allocation for the assignment duration. You can enter a value between 0-100. The default value is 100. In the Assign Resource section on the Resource Request page, you can specify percentage allocation values for different date ranges within the assignment duration.

Note: You cannot use date ranges that overlap.

Date ranges are not supported in the Assign Resource to Project Lightning window. Enter a value between 0-100 for the whole assignment duration. This sets the default value in the Percent Allocated field on the Assignment that is created.

 You can add several date range lines and specify a different percentage allocation on each date range. We do not support differing percent allocations across different date ranges in Lightning. When you create an assignment or update the scheduling strategy on an assignment using this strategy, schedule exceptions are created based on the date ranges and percent allocation that you enter. For more information, see Schedule Exceptions Overview.
Zero Hour Schedule N Allows you to create assignments with zero hours for each day.
Note: If you attempt to create an assignment with zero hours using a different strategy, an error message appears.
 You can create resource requests with zero hours and then staff, assign or hold the resource requests.

Percent Allocation

The Percent Allocation section appears when you choose the Percent Allocation scheduling strategy. In this section you can add date ranges and specify a percentage allocation for the resource in each date range. This calculates the hours for each day. When you create an assignment or update the scheduling strategy on an assignment using this strategy schedule exceptions are created based on the date ranges and percent allocation that you enter.

Note:

To display the Percent Allocation section, you must click Update Schedule after selecting the Percent Allocation scheduling strategy.

After completing or changing the Percent Allocation field you must click Update.

R – Read-only
* – Mandatory field

Field   Description
Daily Hours fields R Hours for each day of the date range based on the Percentage Allocation.
End Date * Date on which the date range is to end.
Ignore Holidays   If selected, enables work to be scheduled during holidays on the resources work calendar. This may increase the total hours.
Percent Allocation   Percentage allocation of the resource to use to calculate their scheduled hours for the date range. 
Note:

After completing or changing this field you must click Update.
Start Date * Date on which the date range is to start.
Total Hours R The total hours for the assignment between the dates specified in the Start Date and End Date fields of the date range.

Percentage Allocation Buttons

Button Description
Add Date Range Adds a date range line to the Percent Allocation section.
Refresh Calculates the hours on the daily hours and Total Hours fields for the date range based on the value in the Percentage Allocation field on that date range.
Update Updates the total hours on the Schedule and the Percent Allocation section based on the value in the Percentage Allocation field.

Insert Schedule Exception

This section describes the fields that allow you to insert exceptions into the standard schedule and set start and end dates for the exceptions.

Key: * – Mandatory.

Field   Description
Start/End Date * The start and end dates for the schedule exception.
Move End Date   Indicates whether the parent schedule's end date is to be moved to keep the total scheduled hours constant.
Auto Adjust Overlapping Exceptions   Indicates whether overlapping exceptions are to be automatically removed or truncated.
Pattern Day Fields * The hours on each day that the schedule is changed to when the exception is applied to the schedule pattern.

Buttons

A Schedule Update section, which allows you to change schedule parameters.

Button Description
Update Displays the proposed changes so you can review them before saving.
Save Saves the changes, updates the schedule and the schedule exceptions.
Done Closes the page when there are no changes to save.
Cancel Cancels any changes made on the page and closes the page.