Creating Assignments from Project Tasks

You must have added at least a role and a resource to a project task to create a project task assignment (PTA) from which you can create an assignment.

When creating assignments, there are mandatory grouping criteria of Resource Role and Resource for the contents of each assignment. You cannot remove these grouping criteria, but your administrator can add other criteria, such as milestone and external resource.

Using the mandatory grouping criteria, PTAs are grouped into one resource request for each role and resource combination. This means that you cannot create separate assignments for the same role and resource combination on the same PTA.

Notes:
  • The main procedure is for users of record pages supplied by FinancialForce from Fall 2020.
  • From Fall 2020, if you are not using the pages supplied by FinancialForce, your administrator can add the PSA Actions: Task-Based Resourcing component to the project record page.
  • Your administrator must have assigned the Staffing permission control to you.

To create assignments from a project task assignment:

  1. On a project record, click Actions | Task-Based Resourcing | Create Assignments from Project Tasks. The Create Assignments from Project Tasks window opens.

    The roles and resources in the project that you can generate assignments for are displayed. All possible assignments are selected by default.

  2. [Optional] Deselect any assignment that you do not want to create.
  3. [Optional] Edit the field values, as needed.
  4. [Optional] Click Grouping Criteria to define the fields that you want the assignments to be grouped by. All of the available fields are selected by default, but you can deselect fields that you don't need, and then click Update Preview. If you remove fields from the grouping criteria list, the corresponding columns and rows are removed from the table.
  5. Click Create.
Note: Contact your administrator if you need to change the fields available in the grouping criteria.
Tip: Your administrator can map additional PTA fields to assignment fields. If a field in the grouping criteria has a custom mapping, read-only columns for the corresponding assignment fields are displayed in the table.