Assignments You can manage assignments in the various Web Components. This involves either assigning a task to a resource, or assigning a resource/resource category to a task. The availability of these features depend on which Web Component you are using. Related Topics:Assigning Resources or Resource Categories You can assign resources and resource categories to a task in the Budgeting Assistant, the Progress Evaluation Assistant, or in Resourcing. Filtering in the Assign Resource Dialog Box If the list of resources in the Assign Resource dialog is too long, you can filter on the resources by setting an appropriate search criterion. Filter on Resource Matching Skill Specifications You can also filter resources according to the number of skills they have that is required on the budget line. Assigning Tasks You can manage tasks in the Resourcing workspaces. Reassigning Tasks You can reassign an assignment/task from one resource to another resource within a specific period using the Reassign shortcut menu option in the Web Components. Unassigning Resources You can also remove assignments using the Unassign shortcut menu option. Filtering Assignments You can identify assignments that meet your requirements using the All Assignments filter in the toolbar of any web component. Expand / Collapse All Assignments You can use the Expand all and Collapse all options on the column shortcut menu for data grids to expand or collapse all assignment lines for all tasks/resources on the currently loaded page. Email a Resource The names of some of the resources in the preceding figures are hyperlinks. Parent Topic: Web Components Shared Functionality HomePeople Planner Web ComponentsWeb Components Shared FunctionalityAssignments
Assignments You can manage assignments in the various Web Components. This involves either assigning a task to a resource, or assigning a resource/resource category to a task. The availability of these features depend on which Web Component you are using. Related Topics:Assigning Resources or Resource Categories You can assign resources and resource categories to a task in the Budgeting Assistant, the Progress Evaluation Assistant, or in Resourcing. Filtering in the Assign Resource Dialog Box If the list of resources in the Assign Resource dialog is too long, you can filter on the resources by setting an appropriate search criterion. Filter on Resource Matching Skill Specifications You can also filter resources according to the number of skills they have that is required on the budget line. Assigning Tasks You can manage tasks in the Resourcing workspaces. Reassigning Tasks You can reassign an assignment/task from one resource to another resource within a specific period using the Reassign shortcut menu option in the Web Components. Unassigning Resources You can also remove assignments using the Unassign shortcut menu option. Filtering Assignments You can identify assignments that meet your requirements using the All Assignments filter in the toolbar of any web component. Expand / Collapse All Assignments You can use the Expand all and Collapse all options on the column shortcut menu for data grids to expand or collapse all assignment lines for all tasks/resources on the currently loaded page. Email a Resource The names of some of the resources in the preceding figures are hyperlinks. Parent Topic: Web Components Shared Functionality HomePeople Planner Web ComponentsWeb Components Shared FunctionalityAssignments