Assigning Resources or Resource Categories

You can assign resources and resource categories to a task.

This functionality is available in the Budgeting Assistant, the Progress Evaluation Assistant, or in the Resourcing workspace.

Tip: You cannot assign resources on an amount line. Instead, amount lines are automatically assigned a special Amount Line Resource. You cannot unassign this resource or reassign it.

If you have assigned a resource category on a task, you can sub assign resources directly on the resource category.

Note: Depending on how the system is configured and on which privileges you have, you might not see the Assign Resource button.

Alternatively, you can instead assign an employee and an employee category on the budget line and then export this assignment to People Planner.

Attention: See the Deltek People Planner Integrations Guide for details about how to configure the import of jobs into People Planner and how to automatically assign resources and resource categories on the tasks, based on how they have been assigned to the budget lines in Maconomy.

Assignments are displayed as individual lines just below the name of each budget line.

Each assignment line is divided into a left half and a right half. The left part displays the name of the resource and has one or more columns that sum up the key numbers of the assignment. The right part displays the bookings and is divided into cells that represent the individual dates.

The icon in front of an assignment line indicates whether it is a resource or a resource category that has been assigned to the task. Subassignments are displayed indented under the resource category assignment.

The lower section shows all resources that are assigned to any of the tasks in the upper section. An exception to this is when the Absence display view is chosen, in which case the lower section displays only resources that have absences.

This section shows you the resources and how they have been assigned and booked on budget lines and jobs. The bookings are summed up on the resource line; you can expand the resource to see the individual assignments and bookings.