Assignments Tab of the Employee Card Dialog Box

Use the Assignments tab to review an employee's current and future assignments that have ETC (Estimate to Complete) hours remaining.

This tab displays when you own the Resource Planning and Time & Expense modules.

Field	Description
Forecast Range	Click next to this option to display the Change Forecast Range dialog box and define the range of calendar period columns that you want to display in the grid. The following settings determine the forecast range: Scale: Select whether you want the calendar periods to be days, weeks, or months. Duration: Select the number of calendar periods to include in the forecast range. Each calendar period column contains planning data for one day, week, or month, depending on the scale that you specify. For example, if you set the Scale option to Weeks and set the Duration option to 8, the forecast range spans eight weeks, and eight calendar period columns display. Start Date, Week, or Month: Depending on what you specify for the Scale option, select the first day, week, or month in the forecast range. The starting period must be after the job-do-date (JTD) date or, if the columns are for weeks or months, contain at least one day after the JTD date. After you select the original start day, week, or month, the forecast range automatically shifts forward as time passes. When the first calendar period is no longer in the future, the first calendar period column changes to the next day, week, or month and the other calendar period columns shift accordingly to preserve the same forecast range.
Show	Click next to this option to select the type of values that you want to display in the calendar period columns: all planned hours, scheduled hours/percentage, or utilization hours/percentage. When you select scheduled or utilization options, the cell background color indicates the scheduled or utilized status of the resource: gray (proper), blue (under), or red (over). Any calendar cells that are not included in the summary total have the opacity of their font color reduced by 50% to make it clear they are not included in the calculation. Choose from the following options: All Planned Hours: At the resource summary level for the selected forecast range, this is the sum of all planned hours on all projects regardless of the capacity calculation set on the project. For Scheduled Projects: Choose from the following three options for projects where the capacity calculation on the project is set to be included in scheduled. Scheduled hours are planned hours for overhead projects, promotional projects, regular won projects, and any in-pursuit projects that meet the criteria for inclusion in the percentage calculation that are specified on the Plan Settings form (Settings > Resource Planning > Plan Settings). The cell background color on the grid indicates the scheduled status: gray (properly scheduled), blue (under-scheduled), or red (over-scheduled). Scheduled Hours:At the resource summary level for the selected forecast range, this is the sum of all planned hours on projects with the capacity calculation that is included in scheduled. Scheduled %: At the resource summary level for the selected forecast range, this is the sum of the scheduled hours divided by working hours times 100. Scheduled Hours / %: For employees, this option shows both the scheduled hours and the scheduled %. For generic resources, this option shows the scheduled hours and the scheduled % is empty. For Utilization Projects: Choose from the following three options for projects where the capacity calculation on the project is set to included in utilization. These are typically considered billable projects and automatically include all regular won projects and any in-pursuit projects that meet the criteria for inclusion in the percentage calculation that are specified on the Plan Settings form (Settings > Resource Planning > Plan Settings). The cell background color on the grid indicates the utilization status: gray (properly utilized), blue (under-utilized), or red (over-utilized). Utilization Hours: At the resource summary level for the selected forecast range, this is the sum of planned hours on regular/billable projects with the capacity calculation that is included in utilization. Utilization %: At the resource summary level for the selected forecast range, this is the sum of utilization hours divided by working hours times 100. Utilization Hours / %: For employees, this option shows both the utilization hours and utilization %. For generic resources, this option shows the utilization hours and the utilization % is empty. Generic resources do not have utilization percentages or scheduled percentages, so no values display for those resources if you select Scheduled % or Utilization %.

Assignments Grid

Field	Description
Level	This column displays the work breakdown structure (WBS) elements for which the employee has ETC hours. Click and to expand or collapse the WBS levels. Click a WBS element to display an info bubble containing the WBS element name and ID, estimated start and completion dates, project manager, project name and ID/number (if the WBS element is not the top-level element in the WBS), status, and any notes entered for the WBS element. If displays in this field next to a WBS element, that WBS element is inactive.
ETC Before	This column displays the total ETC hours that exist for dates after the JTD date and before the start date of the first calendar period column in the forecast range. (Generally, the JTD date is the date of the latest historical labor record in the database, but your system administrator can specify a different date.) On the Totals row, this column displays the sum of the employee's ETC hours for dates before the start date of the first calendar period column in the forecast range. If the day following the JTD date falls within the date range for the first calendar period column, no ETC hours exist for dates prior to the forecast range, so this column does not display.
Calendar period columns	The calendar period columns display planned hours for the employee by day, week, or month. The forecast range that you specify on the Change Forecast Range dialog box determines the time frame that each calendar period column represents. For example, if you set Scale to Weeks, set Duration to 8, and set Start Week to January 1, 2023, the grid displays eight calendar period columns, each column represents a week, and the first calendar period column is for the week that contains January 1, 2023. Using the options in Show Capacity above the grid, you can also display utilization percentages and scheduled percentages for employees in these columns on the Totals row. The values in calendar period columns are calculated and displayed as follows, based on your selection in Show Capacity: Planned Hours: Planned hours for the calendar period for the WBS element. The Totals row displays the total planned hours for the employee for the calendar period. Scheduled %: The Totals row displays the schedule percentage for the employee: Planned hours for the calendar period / Total available hours for the calendar period x 100. The cell background color indicates schedule status: gray (properly scheduled), yellow (under-scheduled), red (over-scheduled). WBS rows display planned hours. Utilization %: The Totals row displays the utilization percentage for the employee: Billable planned hours for the calendar period / Total available hours for the calendar period x 100. The cell background color indicates utilization status: gray (properly utilized), yellow (under-utilized), red (over-utilized). WBS rows display planned hours. For the WBS level rows, bold values in the calendar columns indicate that the hours for the period are hard booked, and italic values indicate that the hours are either all soft booked or a mix of soft-booked hours and hard-booked hours.
ETC After	This column displays the total ETC hours that exist for dates after the end date of the last calendar period column in the forecast range. On the Totals row, this column displays the sum of the employee's ETC hours for dates after the end date of the last calendar period column in the forecast range.