Add/Edit/Delete Assignments Subtask

The Add/Edit/Delete Assignments subtask displays all of the projects to which the selected resource is currently assigned.

The same project may display more than once if a resource is used under different account IDs, PLCs, or Org IDs. The projects that display are those that fall within the selected Assignment Range.

Note: Depending on security configuration, for example, whether it is based on projects or Org ID, you may have read-only access to the projects that display in Add/Edit/Delete Assignments.

To add a project, click New in the Assignment Projects table. The latest version of the budget is loaded and includes default values for Account ID, Pool Org ID, and PLC. The period columns, which reflect the Assignment Range you selected, display in the second half of the partitioned table.

Column Headings	Description
Budget Type	Use this column to select the type of budget. You can choose from New Business or Project.
Budget ID	This non-editable field displays the Project ID number. The same Project ID may display multiple times if the resource is used under different account IDs, Org IDs, or PLCs.
Work Type	This column displays the work type either Proposal, Add On or New Business.
Opportunity ID	This column displays the Opportunity ID associated with the new business budget. An Opportunity ID displays only if the selected resource is assigned to a new business budget that is linked to an opportunity, and you have saved the resource record.
Project Name	This column displays the project name.
Reschedule Reassign	Click the Action link to display the Assignment Actions dialog box where you can reschedule an assignment date or reassign budgeted hours from one resource to another. See Assignment Actions for more information.
Saved Status	This column is blank until changes are saved.
Source	This column displays the source, either BUD (Project Budget), EAC or NB (New Business).
Version	This column displays the most current version number of the Project Assignment's Budget or EAC.
Status	This column displays the current status of the latest budget or EAC version (New, Incomplete, Complete, Approved, or Working).
Commit	Select the check box to commit the budget when you click Assign or Assign All Resources. If the Resource Budget Commit Flag Default setting in Configuration Settings is selected, this check box is selected by default, and budgets with a Status of Working are automatically committed when you click Assign, but the check box can be edited in this screen. That version of the budget will not be set to Approved, and you must approve it from the Project Budgeting/EACs application.
Budget Start Date	This column displays the start date of the project budget or EAC.
Budget End Date	This column displays the end date of the project budget or EAC.
Assignment Start Date	This column displays the assignment start date as entered in the Assignment Range date fields.
Assignment End Date	This column displays the assignment end date as entered in the Assignment Range date fields.
Account ID	This column displays the account ID of the selected resource.
Pool Org ID	This column displays the Pool Organization ID of the resource entered for the displayed assignment for the selected resource.
Opportunity Labor Category	This field is enabled only if you are budgeting hours for a new business budgets that is also linked to an opportunity in Manage Opportunities. Click to assign an opportunity labor category for the selected resource. The Lookup values populate from the Labor Categories table in the Manage Opportunities screen, and because the integration works in both directions, the resource information is applied to the Potential Resources Details table in Manage Opportunities after the budget is committed. To identify potential resources by searching according to opportunity labor category, use the Advanced Search feature.
PLC	This column displays the Project Labor Category entered for the displayed assignment for the selected resource.
Hr Rate	This column displays the employee's rate per hour based on the current period of the budget. By default, the Hr Rate is displayed when Labor Suppression in Manage Users is set to OFF. You can set the Hr Rate to be displayed or not using the Project tab of Configuration Settings. When Labor Suppression is set to ON the Hr Rate is not displayed.
Brd	Brd is short for “Burden.” If the check box is selected, Burden is calculated on the costs entered.
Rev	Rev is short for “Revenue.” If the check box is selected, Revenue is calculated on the costs entered.
Sheet Name	This field is not editable. It populates based on the selection made in the Account ID used in Resource Planning.
Assignment Utilization %	This column displays the utilization % for the resource on this project.
Assignment Hours	This column displays the total hours for the resource on this project assignment.

Field	Description
Query	Click Query to further filter the results. The query criteria are the column headers.
Assign	After you finish planning hours for the selected resource, you can save your changes and continue planning hours for other resources, or before proceeding, you can update staff hours and/or consultant hours in the Project Budgets/EACs application with the current resource assignments by clicking Assign on the Add/Edit/Delete Assignments subtask. Note: To save changes without assigning them, click on the global menu and then click Close on the Add/Edit/Delete Assignments subtask. The Add/Edit/Delete Assignments table and the Selected Resources table both include a status column that indicates whether or not a resource record has been saved If you click Assign, the Project Budgets/EACs application is updated, the status of an existing budget changes, and if no budget already exists, one is created. Committing the budget also affects the status. Depending on configuration, the Commit checkbox in the Add/Edit/Delete Assignment subtask will be either selected or clear by default. If it is not selected, the budget must be committed from the individual project budgets. During processing, budgets are updated according to the following rules: If no budget exists, a new Working Budget is created. If the Commit checkbox was selected, an Incomplete Budget is created. If a Working Budget/EAC exists, it is updated. If the Commit checkbox was selected, an Incomplete Budget with same version number is created. If an Incomplete Budget/EAC exists, it is updated. If the Commit check box was selected, an Incomplete Budget with same version number is created. Budget & Planning first creates a Working Budget to add the entry, and if Commit is selected, it then creates a budget with a status of Incomplete with the same version number. If a Complete Budget/EAC exists and the Commit checkbox was selected, an Incomplete Budget/EAC is created. If the Commit checkbox was clear, a new Working budget/EAC is created with the same version number. If an Approved Budget/EAC exists and the Commit checkbox was selected, a new Working Budget/EAC is created. If the Commit checkbox was clear, a new Working budget/EAC is created with the same version number.
Reset	Click Reset to clear all the modifications you made.

Field

Description

Query

Click Query to further filter the results. The query criteria are the column headers.

Assign

After you finish planning hours for the selected resource, you can save your changes and continue planning hours for other resources, or before proceeding, you can update staff hours and/or consultant hours in the Project Budgets/EACs application with the current resource assignments by clicking Assign on the Add/Edit/Delete Assignments subtask.

Note: To save changes without assigning them, click

on the global menu and then click Close on the Add/Edit/Delete Assignments subtask. The Add/Edit/Delete Assignments table and the Selected Resources table both include a status column that indicates whether or not a resource record has been saved

If you click Assign, the Project Budgets/EACs application is updated, the status of an existing budget changes, and if no budget already exists, one is created. Committing the budget also affects the status.

Depending on configuration, the Commit checkbox in the Add/Edit/Delete Assignment subtask will be either selected or clear by default. If it is not selected, the budget must be committed from the individual project budgets.

During processing, budgets are updated according to the following rules:

If no budget exists, a new Working Budget is created. If the Commit checkbox was selected, an Incomplete Budget is created.
If a Working Budget/EAC exists, it is updated. If the Commit checkbox was selected, an Incomplete Budget with same version number is created.
If an Incomplete Budget/EAC exists, it is updated. If the Commit check box was selected, an Incomplete Budget with same version number is created. Budget & Planning first creates a Working Budget to add the entry, and if Commit is selected, it then creates a budget with a status of Incomplete with the same version number.
If a Complete Budget/EAC exists and the Commit checkbox was selected, an Incomplete Budget/EAC is created. If the Commit checkbox was clear, a new Working budget/EAC is created with the same version number.
If an Approved Budget/EAC exists and the Commit checkbox was selected, a new Working Budget/EAC is created. If the Commit checkbox was clear, a new Working budget/EAC is created with the same version number.

Reset

Click Reset to clear all the modifications you made.

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Add/Edit/Delete Assignments Subtask

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