Contents of the Plan Assignments Dialog Box
Use the Plan Assignments dialog box to see a summary of an employee's planned hours and copy plan assignments information to a timesheet.
The Plan Assignments dialog box displays a grid for the employee's assigned projects. The gird displays the start and end dates of the assignments, job-to-date (JTD) hours, remaining hours, and planned hours during the current period.
Grid Options
| Field | Description |
|---|---|
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Click this icon to maximize the grid to a full-screen display. |
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Click this icon to display the Grid Settings dialog box, on which you can select the columns to include in the grid. |
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Click this icon to export all the data from the grid into a comma-separated values (CSV) file. |
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Click this icon to turn the filter row on or off in the grid. |
| Selection Checkbox |
Click each row's checkbox to select the row to be copied to the timesheet. To select all rows, click the checkbox at the top of the column heading. |
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Click the column headings to sort the grid rows in ascending or descending order. |
Grid Columns
Use
to select which columns to display in the grid.
| Field | Description |
|---|---|
| Project |
This field displays the number for the project to which the employee was assigned as a resource. |
| Phase |
This field displays the number for the phase to which the employee was assigned as a resource. This field is not available if WBS2 is not enabled. |
| Task |
This field displays the number for the task to which the employee was assigned as a resource. This field is not available if WBS2 is not enabled. |
| Labor Code |
This field displays the labor code for the assigned resource. This field is not available if Labor Code is set to None in . |
| Start Date |
This field displays the date on which the employee's assignment began. |
| End Date |
This field displays the date on which the employee's assignment ended or the date on which the assignment is scheduled to end. |
| Remaining Hours |
This field displays the number of planned hours remaining for which the employee is assigned as a resource on the project (Planned Hours - JTD Hours). |
| Planned Hours this Period |
This field displays the number of hours for which the employee is an assigned resource in the current timesheet period. This amount may be prorated, if the assigned hours overlap timesheet periods. The prorated hours are based on the number of working days in the timesheet period. |
| Plan Assignment |
This field displays the total number of hours the employee has been assigned as a resource on the project. |
| Description | This
field displays the description of the immediate parent of the assigned resource. |
| JTD Hours |
This field displays the number of hours the employee has actually charged to the project. |
Buttons
| Field | Description |
|---|---|
| Copy To Timesheet |
Click this button to insert information from the selected rows into the left grid of the current timesheet. This button is disabled (shaded) until you select at least one row. |
| Cancel |
Click this button to close the dialog box and return to the Timesheets form. |
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