Project Task Assignment Fields

Here is a description of the fields on a project task assignment (PTA)Closed Associates a resource or a role with a project task for a defined time period. Use Gantt or Project Task Gantt to assign resources or roles to project tasks..

Key:
& – At least one of these fields is required in order to save the record.
R – Read-only.
AP – Automatically Populates, do not edit manually.

Field Key Description
Assignment AP Lookup to the assignment on the associated resource requestClosed A means of asking for resources for a project or an opportunity..
External Resource &
AP
Name of a resource external to PSA who is to be assigned to the project taskClosed A unit of work or collection of work associated with a project..
Note:

If it contains a value, this field automatically clears when you come to assign a resource to a task-driven resource requestClosed Describes a resource request that has been generated based on information on project tasks and their associated project task assignments. If you use a task-based approach to manage your projects, you can generate task-driven resource requests on the Generate Resource Requests From Project Task Assignments page (accessed from Project Task Gantt, Gantt or the Project detail record).. The auto-update-pta-with-assigned-resource setting must be set to true.

For more information, see Creating Resource Requests from Project Tasks.

Hours AP

The number of scheduled hours from one of the following sources:

  • The related assignment.
  • The related resource's preferred schedule or their requested number of hours.
Project R Lookup to the project on the parent project task.
Project Task R Project task to which the assignment relates.
Project Task Assignment Number R Record ID of the project task assignment.
Project Task Start/End Date R The start and end date for the project task.
Resource & AP Name of the internal resource who is to be assigned to the project task.
Note:

This field automatically populates with a value when you come to assign a resource to a task-driven resource request. The auto-update-pta-with-assigned-resource setting must be set to true.

For more information, see Creating Resource Requests from Project Tasks.

Resource Role & The role of the internal or external resource who is to be assigned to the project task.