Assignment Settings

Use these settings in the Assignment Settings custom settings to manage assignments.

Field Description
Adjust Hours Strategy Respects Holidays Indicates whether the scheduling strategy respects work calendar holidays and sets hours to zero for zero hour holidays. When selected:
  • Hours are spread across other days and a schedule exception is created.
  • No schedule exception is generated when a non-working holiday occurs during a weekend.
  • A schedule exception is created for working holidays that occur during a weekday or a weekend. The exception hours are equal to the adjusted hours per day or equal to the holiday hour.
Adjust Sched Date on Assignment Close

Indicates whether the end date of an assignment is automatically set to today's date when a closed status is detected and the schedule end date is past today's date.

Assignment Closed Statuses A comma-delimited list of assignment status values that dictate when an assignment is closed.
Assignment Name Project Name Max Length Maximum number of characters from the project name in an automatically generated Assignment Name.
Assignment Name Resource Name Max Length Maximum number of characters from the resource name in an automatically generated Assignment Name.
Assign Resource Custom Lookup Indicates whether the a custom resource lookup popup is displayed in place of the standard resource lookup when assigning a resource.
Assign Resource Custom Lookup Columns API names of the columns to display on the Assign Resource Custom lookup
AssigRes IsResource Active Lookup FIlter Indicates whether the resource lookup filters out inactive resources when assigning resources to projects.
AssigRes Is Resource Lookup Filter Indicates whether the resource lookup filters out contacts that are not resources when assigning resources to projects.
Display Planned Bill Rate Indicates whether the Planned Bill Rate Appears on the Mass Assign Projects to Resource, Resource Request and Assignment pages.
Edit Schedule Default Strategy

The default scheduling strategy for the Schedule Strategy field on the Edit Assignment Schedule page. You can set this to one of the following:

  • "level" for Calculate End Date, Level Schedule.
  • "ignore" for Calculate End Date, Ignore Availability.
  • "day" for Adjust Hours Per Day.
Role Required on Creation Indicates whether the Role field is mandatory when creating a new assignment on the Assign Resource to Project, Assign Multiple Resources to Project and Mass Assign Resources to Project pages.
Timecard Statuses The comma-delimited list of the Timecard Status field values to use when performing timecard calculations for the Edit Assignment Schedule page.

The Assignment Errors configuration group contains configuration options that define error messages displayed to the user.

Configuration Option Description
ERROR_ASSIGNMENT_MILESTONE_PROJECT_MISMATCH The error displayed to a user when they select a milestone associated with a different project.

Related Information

Managing Settings

Configuration Groups, Options and Values

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