Project Task Assignment Fields
Here is a description of the fields on a project task assignment (PTA) Associates a resource or a role with a project task for a defined time period. Use Gantt or Project Task Gantt to assign resources or roles to project tasks..
Key:
& – At least one of these fields is required in order to save the record.
R – Read-only.
AP – Automatically Populates, do not edit manually.
Field | Key | Description | ||||||||||
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Action: Sync with External Calendar | When selected on save, the project task assignment is synced with an external calendar. | |||||||||||
Actual Cost | AP |
This field is calculated by multiplying each assigned resource's timecard actual hours by the cost rate on the timecard. This value is rolled up into the parent project task and is always in the project's currency. |
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Assignment | AP | Lookup to the assignment on the associated resource request A means of asking for resources for a project or an opportunity.. | ||||||||||
Estimated Cost |
AP |
This field is calculated by multiplying the value in the Estimated Hours field by a value from another object associated with the PTA, such as an assignment, resource, or rate card. The calculation uses only hourly rates. PSA uses the following criteria to determine the value to be used in the calculation:
The calculated value is rolled up from child project tasks into their parent project task, and is always in the project's currency. |
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Estimated Hours | AP | The hours allocated to the resource on the project task assignment. | ||||||||||
External Resource | & AP |
Name of a resource external to PSA who is to be assigned to the project task A unit of work or collection of work associated with a project.. | ||||||||||
Exclude from External Calendar Sync | When selected on save, the project task assignment is not synced with an external calendar and any existing calendar events for the PTA are also deleted. | |||||||||||
Hours | AP |
The number of scheduled hours from one of the following sources:
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Project | R | Lookup to the project on the parent project task. | ||||||||||
Project Task | R | Project task to which the assignment relates. | ||||||||||
Project Task Assignment Number | R | Record ID of the project task assignment. | ||||||||||
Project Task Start/End Date | R | The start and end date for the project task. | ||||||||||
Rate Card | AP |
For PTAs that have only a resource role, this field displays the rate card for the account, region, practice, or group for the resource role. The order of matching the rate card to the account, region, practice, or group is defined in the Resource Requests configuration group option precedence-for-rate-cards. |
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Resource | & AP | Name of the internal resource who is to be assigned to the project task. | ||||||||||
Resource Role | & | The role of the internal or external resource who is to be assigned to the project task. |