Manage Resource Assignments

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You can manage your resource assignments, including the assignment properties, removing resource assignments from tasks, and replacing resources that are assigned to tasks.
Modify the Resource Assignment Properties
You can modify the assignment properties for the resources that are assigned to your tasks. You can also use the resource assignment properties page to vary the ETC based on work segments.
Follow these steps:
  1. Open the project and click Tasks.
  2. Open the Tasks menu and click Assignments.
  3. Click the Properties icon next to the name of the resource to define assignment properties.
  4. In the General section, complete the requested information and save. The following fields require explanation:
    • Loading Pattern
      Specifies the loading pattern to distribute the ETC for a task assignment over the duration of the task. Autoschedule schedules the work based on this loading pattern.
    • Actuals
      Displays the total number of hours the resource has recorded to date for tasks on this project. Actuals appear after the
      Post Timesheets
      job is run.
    • Actuals Thru
      Displays the actuals thru date for the resource task assignment based on posted actuals. The value for this field is updated when the
      Post Timesheets
      job runs. This job automatically runs when the project manager posts an approved timesheet.
    • Status
      Displays the status of the task based on the value of % Complete. This field is automatically calculated and updated based on the task % Complete value.
      Values:
      • Completed. Indicates that the ETC task is zero and the percentage completed is 100.
      • Not Started. Indicates that actuals are not posted and the percentage completed is zero.
      • Started. Displays when a resource posts actuals to the task assignment. The percentage completed on the task is more than zero and less than 100.
      Default:
      Not Started
    • Start
      Defines the date to start the task assignment for a resource. The list pages or portlets display the start date. Define the assignment to start on or after the task start date. If an assignment has actuals, the field is read-only.
      Default:
      Task start date
    • Finish
      Defines the date to complete the task assignment for a resource. The list pages and portlets display this completion date. Define the assignment to finish on or before the task completion date.
      Default:
      Task completion date
    • ETC
      Displays the estimate of remaining hours to complete the task. The estimate is based on the allocation percent for the team staff member between assignment start and finish dates. Also based on the number of hours the resource is available each day. 
Remove Resource Assignments from Tasks
If the resource assignment is associated with posted transactions, you cannot remove a resource assignment from a task.
Follow these steps:
  1. Open the project and click Tasks.
  2. Open the Tasks menu and click Assignments.
  3. Select the check box next to the resource, and click Remove.
  4. On the Confirmation page, click Yes.
Replace Resources Assigned to Tasks
The replace resource page displays the assignment dates and ETC of the members being replaced. The page also lists all the team staff members that are currently assigned to the project including the members that are assigned to the tasks. Only the resources to which you have access are listed on the page.
Follow these steps:
  1. Open the project.
  2. Open the Tasks menu and click Assignments.
  3. Select the resource that you want to replace, and click Replace.
    The replace resource page appears displaying the current assignments of the selected resource at the top. The page also displays information about the available resources and roles.
    • Team Member
      Indicates if the resource or role is a project team staff member.
    • Start
      Defines the date to start the task assignment for a resource. The list pages or portlets display the start date.
      Default:
      Task start date
      Define the assignment to start on or after the task start date. If an assignment has actuals, the field is read-only.
    • Finish
      Defines the date to complete the task assignment for a resource. The list pages and portlets display this completion date.
      Default:
      Task completion date
      Define the assignment to finish on or before the task completion date.
  4. Select the resource or role to replace the currently assigned resource, and click Replace.