Enter Time-Varying ETC Segments for Task or Resource Assignments

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To create segments of work that vary over the duration of an assignment, you can configure ETC for assignments at the task level. You can also assign a resource to a task, start and stop work by that resource on the task, and then resume work again. 
Enter Time-Varying ETC Segments for Task Assignments
You can enter the time-varying ETC segments for a resource assigned to a task. The time-varying ETC segments appear in the Usage column in the Assignments list on the Task Properties page. Each time-varying ETC cell displays the work effort according to the work effort setting for the Assignments list. The application calculates the total ETC for the resource assignment.
For a fixed resource loading pattern, you can enter time-varying ETC in tentative-schedule and capacity planning scenario modes.
Follow these steps:
  1. Open a project and click
    Tasks
    .
  2. In the
    Tasks
    menu, click
    Assignments
    .
  3. Click the
    Properties
    icon next to the name of the task.
  4. In the
    Assignments
    section, complete the following fields for each resource:
    • Role
      Defines the role for this resource on this task.
    • 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. The segments you define can extend beyond the task start or finish date depending on task date editing rules. When save your changes, the task start and finish dates change to reflect the new dates, and the project start or finish dates adjust accordingly.
    • 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.
    • 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.
      Select Fixed to enter the distribution of the work effort.
  5. In the Usage column, click in a cell and enter the work effort to schedule for the resource. Repeat for each segment.
  6. Save the changes.
Enter Time-Varying ETC Segments for Resource Assignments
You can enter the work effort in an ETC segment. You can also delete a segment. The ETC Detail section on the resource assignment properties page displays time segments with the start and finish dates and the ETC for each block of work. The work units for consecutive time-varying ETC segments appear as one block.
For example: 12/7/14 - 12/31/14  90 hours.
When you save your changes, the total ETC for the assignment is recalculated with the sum of all the individual work segments. On the task properties page, the ETC column and the Usage column for the resource reflect the changes you made.
Example
Enter the time segments and work units in the following table:
Time Segment
Work Units
11/01/14
32
11/08/14
28
11/15/14
0
11/22/14
32
The time segments and work units appear as shown in the following table:
Time Segment
Work Units
11/01/14
60
11/22/14
32
Follow these steps:
  1. Open a project and click 
    Tasks
    .
  2. In the 
    Tasks
     menu, click 
    Assignments
    .
  3. Click the Properties icon next to the name of the task.
  4. Click the Properties icon next to the name of the resource to define the assignment properties.
  5. In the General section, complete the following field:
    • 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. Select
      Fixed
      to enter the distribution of the work effort.
  6. In the ETC Detail section, complete the following fields for each time segment:
    • Start
      Specifies the start date for the time segment. Click the calendar icon and select a start date for the new time segment.
    • Finish
      Specifies the finish date for the time segment. Click the calendar icon and select a start date for the new time segment.
    • Value
      Specifies the number of ETC hours for the time segment.
  7. Save the changes.
Create Time-Varying ETC Segments
You can enter time-varying ETC segments at the resource assignment level.
Follow these steps:
  1. Open a project and click 
    Tasks
    .
  2. In the 
    Tasks
     menu, click 
    Assignments
    .
  3. Click the Properties icon next to the name of the resource to define the assignment properties.
  4. In the General section, complete the following field:
    • Loading Pattern
      Specifies the loading pattern to distribute the ETC for a task assignment over the duration of the task. Auto-schedule schedules the work based on the loading pattern. Select
      Fixed
      to enter the distribution of the work effort.
  5. In the ETC Detail section, complete the following fields for each time segment:
    • Start
      Specifies the start date for the time segment. Click the calendar icon and select a start date for the new time segment.
    • Finish
      Specifies the finish date for the time segment. Click the calendar icon and select a start date for the new time segment.
    • Value
      Specifies the number of ETC hours for the time segment.
  6. Save the changes.
Enter Time-Varying ETC in Capacity Planning Scenario Mode
You can only enter time-varying ETC segments for fixed loading pattern assignments in capacity planning scenarios. All other loading pattern assignments are read-only in scenarios.
Update Total ETC from Time-Varying ETC
The Assignment List section on the task properties page displays a list of resources assigned to the task. By default, the time segments are displayed as weekly columns and start with the current week.
If you enter values into the ETC field on the task properties page and into the ETC time-varying fields, the time-varying information is saved first. Then, the ETC field is updated with the sum of all the ETC values you enter into the time-varying fields.
Evenly Distribute ETC Over Segments
You can enter a total ETC for a resource assignment. When you enter a total ETC, the ETC for that resource is evenly distributed over all the time segments for the task. When you autoschedule the project, the ETC is distributed between the start and finish dates based on the loading pattern rules.
Follow these steps:
  1. Open a project and click 
    Tasks
    .
  2. In the 
    Tasks
     menu, click 
    Assignments
    .
  3. Click the Properties icon next to the name of the desired resource.
  4. Complete the following field:
    • 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.
  5. Save the changes.
ETC Distribution and Autoschedule
At the task assignment level, Autoschedule uses the resource loading pattern to distribute the ETC for a task assignment over the duration of the task. If you set the default resource loading pattern to fixed, you define and control the time segments for a resource. The time segments are preserved during autoscheduling. If you set the default resource loading pattern to front, back, contoured, or uniform, Autoschedule does the load balancing. The balancing is based on the loading pattern rules and overwrites any defined-time segments.
Suppose that you enter a total ETC value on the assignment properties page without specifying values for each time segment. Autoschedule distributes the ETC units evenly over the duration of the task. The distribution follows the load pattern rules.
Run Autoschedule After Adjusting ETC
After adjusting the ETC for a task or a resource assignment, you can autoschedule your project. You can publish automatically and view the effects of your changes on the project schedule in tentative-schedule mode.
Use the following process to autoschedule your project after adjusting resource ETC:
  1. Adjust resource assignment ETC. See
    Enter Time-Varying ETC Segments for Resource Assignments
    on this page.
  2. Define the autoschedule parameters and autoschedule the project. 
  3. Publish the tentative schedule or return to the plan of record (POR).