Assignment Limitation Tab
Assignment limitations combine the filtering of the project limitation with the resource limitation and applies them to assignments.
Assignments can be seen in the People Planner application in various places. The Assignments Gantt (AG) Chart is the most obvious of these. The Project Gantt (PG) and the Resource Manager Gantt (RG) charts also show assignments. However, in those views this is not entirely obvious to users, because what they see is a list of resources and events, respectively.
It is important to realize that a data limitation with only an event part or only a resource part does not act directly on assignments.
For example: If you have defined a data limitation that filters on, say, events, and that data limitation lets only those events through where the name begins with an "A," this will not filter the assignment sub-grid in the RG. This will still display events such as "Taskd" or "OTaskXX2," even though the names of these do not begin with an "A." This is because the subgrid is showing assignments, not events.
An assignment has both an event and a resource part. Assignment data limitations are used to filter the assignments by applying either or both project data limitation and the resource data limitation on the assignments. You can set the assignment data limitations part of the data limitation to one of the following options:
- None
- Resource
- Event
- Resource or event
- Resource and event
For example: Assume that you have defined the following data limitation with both a Projects filter and a Resources filter. You can then select one of the five options of the Assignment Limitations; the effect is best illustrated using the AG chart.
The following table illustrates the effects of the options of the Assignment Limitations filters part of a data limitation.
| Assignment Limitation | Description |
|---|---|
| None | The data limitation does not filter on assignments at all. |
| Resource | The data limitation displays only those assignments that fulfill the resource part. |
| Event | The data limitation displays only those assignments that fulfill the event part. |
| Resource or event | The data limitation displays only those assignments that fulfill either the resource or the event part (or both). |
| Resource and event | The data limitation shows only those assignments that fullfill both the resource and event parts. |
Regulatory requirements for absence management demand that some types of absence may not be generally visible to just anybody-for example, illness. You can achieve this with the following data limitation:
| Column | Logical Operator | Value |
|---|---|---|
| Absence Type | Is Null | |
| Absence Type | Is Not Equal To | Illness |
| Assignment Data Limitation: Event | ||
This data limitation does not have a resources filter component because you are only interested in filtering out absences or assignments on absences.
For example. without the data limitation, you can see the illness absence in the PG and the illness assignments in the subgrid in the RG. With the data limitation active, you do not see them in both the PG and RG.