Self-Assignment Fields

Professional Services Cloud

Here is a description of the fields and buttons on the Self-Assignment page.

Key:
R – Read-only
* – Mandatory field

Field   Description
Assignment Name   The name of the assignmentClosed.
Billable   Indicates if the assignment is billable.
Cost Rate Amount

The hourly or daily costs incurred for the resourceClosed.

Note:

Depending on whether the self-assignment-default-cost-rate configuration option is true or false and if the FLS permissions have been assigned or not, this field may be read-only or editable.

For more information, see Self-Assignment.

Nickname   Your alias for the assignment name.
Project * The projectClosed to assign yourself to. Only projects where your project manager has set the Allow Self-staffing option are listed.
Resource Name R Your resource name.
Schedule Pattern * The hours per day to schedule for this assignment.
Start/End Date * The start and end dates for the assignment.
Note:

Depending on how your administrator has configured fieldset some fields may or may not be visible. For more information, see Self Assignment UI Assignment Fields.

Self-Assignment Buttons and Quick Actions

Button or Action   Description
Assign   Assign yourself to a project.
Cancel   Cancels any changes made on the page and closes the page.