Viewing Assignment Details

The Assignment Details panel enables you to quickly view information about a selected assignment without leaving the current page, for example when viewing a work planner.

The relevant permissions are included in the permission set for the feature you are viewing. For example, for work planners they are included in the PSA - View Work Planner and PSA - Edit Work Planner permission sets.

To view the Assignment Details panel, do one of the following:

  • Select an assignment and click View details of the selected assignment.
  • Double-click an assignment.

When the panel is open, you can click other assignments displayed to view their details. To close the Assignment Details panel, click Close panel on the panel or click View details of the selected assignment again.

Note:

The panel stays open until you close it. In a work planner, it is also used to display filter criteria, project details, resource details, and resource request details. This means you can set filters easily and click through other items to quickly view information about them.

The following sections are displayed in the Assignment Details panel.

Shows details of the selected assignment. The following information is displayed by default: Resource, Project, Role, Start Date, and End Date.

An administrator can configure the fields displayed using the Lightning App Builder. For more information, see Work Planner Lightning Component Properties.

The progress bar displays a visual representation of how much work has been done on the selected assignment. It shows the number of hours entered on timecards so far (total actual hours) as a proportion of the total number of scheduled hours on the assignment.

To view a list of the timecards entered against the selected assignment, click View Timecards.

Tip:

You can view the same information from the Timecards related list on the assignment record page.

The following fields are displayed in the Assignment Progress section.

Field

Description
Scheduled Hours to Date The number of scheduled hours on the assignment from the start date up to and including today. If the schedule starts in the future, 0 is displayed.
Schedule Variance % The percentage difference between the total number of actual hours logged on timecards and the number of scheduled hours to date on the selected assignment. Positive values indicate actual hours are being entered on timecards ahead of schedule. Negative values indicate the number of actual hours logged on timecards is falling behind schedule.

For example, if the value in Scheduled Hours to Date is 50 but the value in Total Actual Hours is 40, the variance is -20% as progress is 20% down on what should have been completed by now.
Total Actual Hours The total number of hours entered on timecards against the selected assignment. Only timecards matching the statuses defined in the Timecard Statuses field on the EVA Settings custom setting are included. For more information, see Timecard Statuses.
Total Scheduled Hours The total number of hours scheduled for the assignment. If the schedule starts in the future, 0 is displayed.

Lists the project tasks on the selected assignment. You can click each project task to view full details.

Note:

This section is not displayed if you do not have the required permissions.

The project task start and end dates are displayed by default. An administrator can configure the information displayed using the Lightning App Builder. For more information, see Work Planner Lightning Component Properties.

To view details of the project associated with the selected assignment, click View Project.