Assign Resource to Project Fields

Here is a description of the fields and buttons on the Assign Resource to Project page. You must be assigned the PSA - Manage Project Assignments permission set to use this page.

Project Information

The fields in the Project Information section identify the project to which a resourceClosed A contact that works on a project. is to be assigned.

Key:
R – Read-only
* – Mandatory field

Field   Description
Project Name R Name of the projectClosed A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets..
Start/End Dates R The start and end dates of the project.
Owner R Owner of the project.
Location R Location of the project.

Assignment Information

Fields in this section are also used for creating assignments from Work Planner.

Field     Description
Resource *   The resource to be assigned to the project.
Note:

When Shield Platform Encryption is enabled in your org, if the field set used for the search function uses the Resource First Name or Last Name fields, searches are conducted against the Resource Name field.

Note:

When Shield Platform Encryption is enabled in your org, you must be as specific as possible when searching for a resource name to ensure that resources are found. See Shield Platform Encryption for more information.
Role     The role to which the resource is being assigned.
Bill Rate *   The hourly or daily cost rate for the assignment. The default value is taken from the resource's role on their contact record.
Start/End Dates *   The start and end dates for the assignment.
Milestone     The milestone for the assignment. This field exists on the projects.
Budget Allocation    

The budget allocation that will be assigned to timecards logged against the assignment in order to track their budget consumption. If a budget allocation is also set on the related milestone, this one on the assignment takes precedence. For more information, see Automatic Assignment of Budget Allocation.
Planned Hours    

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 can be set on this field. When you create an assignment from a resource request, the requested hours data on the resource requestClosed A means of asking for resources for a project or an opportunity. is copied to the Planned Hours field on the assignmentClosed Connection between a resource and a project.. When you create a project from a template, the Planned Hours data is copied.

Note:
Available only on Visualforce page.
Planned Bill Rate    

The bill rate used during planning activities on fixed price resource requests when the actual bill rate is zero.

Note:
Available only on Visualforce page.
Use Default Cost Rate     Indicates whether the default cost rate for the resource is used for the assignment. When you deselect the checkbox, The Cost Rate Amount field appears where you can enter a cost rate specifically for the resource.
Currency     The currency used for the cost.
Cost Rate Amount     The hourly or daily costs incurred for the resource.
Billable     Indicates whether the cost can be charged to a customer and is therefore included in a billing eventClosed A means of generating billing information that can be fed into a financial system.
Tip:

When assigning a resource on the Assign Resource to Project page you can create the assignment with the resource's Cost Rate Amount and Currency. To do this, clear the Use Default Cost Rate checkbox and select Resource Currency from the drop-down list.

Schedule Details

Fields in this section are also used for creating assignments from Work Planner.

Field   Description
Scheduled Hours * Number of hours the resourceClosed A contact that works on a project. will work on the project.
Scheduling Strategy   The scheduling strategy for the assignment. You can choose from several options. See Schedule Strategy.
Day fields   Show the number of hours the resource must work on the task each day to achieve the end date. You can set the values in these fields when you select a Custom Scheduling Strategy

Schedule 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.

Action Buttons

Button Description
Create Assignment Creates the assignment and opens the Assignment Detail page.
Update Schedule Updates the schedule according to the entries in Start Date, End Date, Scheduled Hours and Scheduling Strategy.