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

Click this icon to maximize the grid to a full-screen display.

Click this icon to display the Grid Settings dialog box, on which you can select the columns to include in the grid.

Click this icon to export all the data from the grid into a comma-separated values (CSV) file.

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.

or

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 Settings > Time > Options.

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.