Here is a description of the fields and buttons on the Assignment Detail page.
Key: * – Mandatory field; R – Read-only.
| Field | Description | ||
|---|---|---|---|
| Assignment Name | * | Name of the assignmentConnection between a resource and a project.. | |
| Assignment Number | R | System generated unique assignment number referenced on other FinancialForce PSA pages. | |
| Resource | * | The resourceA contact that works on a project. to be assigned to the projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. copied from the resource request page. | |
| Resource Request | Lookup to the associated resource request. This field is only populated when you create an assignment from a resource request using the Assign Resource section of the Resource Request page, staffer or Search Resources page. When you create a project from a template, the resource requests associated with the assignment are copied. | ||
| Role | The role to which the resource is being assigned. | ||
| Schedule | * | System generated unique schedule number referenced on other FinancialForce PSA pages. | |
| Description | Text box where you can enter further information about the assignment. | ||
| Use Resource Currency For Resource Cost | Indicates whether the resource currency is used in the resource cost calculations when your organization uses multiple currencies. | ||
| Use Project Currency For Resource Cost | Indicates whether the project currency is used in the resource cost calculations when your organization uses multiple currencies. | ||
| Nickname | Your alias for the assignment name. | ||
|
Planned Hours |
Number of hours originally planned for the assignment. This field exists on projects, assignments and milestones and is for simple planning purposes. You can set Salesforce field-level security can be set on this field. When you create an assignment from a resource requestA means of asking for resources for a project or an opportunity., the requested hours data on the resource request is copied to the Planned Hours field on the assignment. When you create a project from a template, the planned hours data is copied. | ||
| Owner | R | Owner of the assignment. The default value is the person who created it. | |
| Project | * | Project that the resource is assigned to. This is copied from the resource request page. | |
| Milestone | Milestone for the assignment. Timecards logged for the assignment are associated with this milestoneA fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it.. | ||
| Schedule Updated | Indicates whether the schedule is updated based on any amendments made on the assignment detail page | ||
| Projected Revenue | Projected Revenue from this assignment calculated from the bill rate and hours. | ||
| Currency | * | Currency to use for the assignment. | |
| Location | Location for the assignment. | ||
| Status | Status of the assignment. Your administrator can configure the options that appear in the list. | ||
| Estimated Time To Completion | The estimated hours to complete the assignment. You can start with the original hours and change the value if the assignment continues beyond the original schedule. | ||
| Exclude from Planners | Indicates whether the assignment is to be excluded from the project and resource planners. Excluded assignments are also excluded from totals and color coding displayed in the plannersA term referring to the project and resource planners.. | ||
| Assignment Daily Notes | Concatenated notes from the assignment's daily notes child records. You can use this information to create workflows that provide email notifications when users enter assignment daily notes or modify them. | ||
| Show Assignment Milestones Only | Indicates whether the Milestone field on the Time Entry page and Expense Entry pages only lists assignment milestones. When true, only assignment milestones are shown. When false, the milestones that belong to the project to which the assignment relates are shown. The default value is false. | ||
| Show Assignment Phases Only | Indicates whether the Phase field on the Time Entry page and Expense Entry page only lists assignment phases. When true, only assignment phases are shown. When false, the phases that belong to the project to which the assignment relates are shown. The default value is false. | ||
| Show Assignment Methodologies Only | Indicates whether the Methodology field on the Time Entry page and Expense Entry page only lists assignment methodologies. When true, only assignment methodologies are shown. When false, the methodologies that belong to the project to which the assignment relates are shown. The default value is false. |
| Field | Description |
|---|---|
| Billable | Indicates whether the assignment is billable and therefore included in billing events. |
| Closed for Time Entry | Indicates whether the resource can no longer log hours for time entry. |
| Closed for Expense Entry | Indicated whether the resource can no longer log expenses for the assignment. This is normally associated with project closure. |
| Exclude from Billing | Indicates whether all the assignment's child timecard splits and expenses are to be created with the Exclude from Billing checkbox selected, which makes them ineligible for billing generation. You can override this setting on child objects such as a timecard splitA whole timecard or part of a timecard. and an expenseA record of expenses incurred by resources assigned to a project or opportunity.. |
| Time Credited | Indicates whether time logged for the assignment is credited for utilization if it is not billable. |
| Time Excluded | Indicates whether the time entered by the resource on this assignment is excluded from the total number of utilization hours in the time periodA period of time with a start date and an end date to which forecasts, actuals calculations, billing event batches, utilization calculations and region plans belong.. For instance, it does not count against the total number of hours used in the utilization calculation. |
| Daily Timecard Notes Required | Indicates whether the resource must enter daily notes before saving timecards for this assignment. |
| Hours to Days Rule | Lookup to the hours to days rule to apply when calculating the number of hours on a timecard day that count as a day or a half day when using daily rates for billing and cost calculations. For further information, see "About Hours to Days Rules". |
| Field | Description | |
|---|---|---|
| Bill Rate | * | Rate used when calculating billing for the hours entered on timecards for the assignmentConnection between a resource and a project.. |
| Cost Rate Amount | * | Rate used to calculate the cost of the resource for the time entered on this assignment. |
| Use Resource Default Cost Rate | Indicates whether the cost rate in the resource's contact record is used for the default cost rate. | |
| Use Default Cost Rate as Daily | Indicates whether the resource's default cost rate is a daily rate. | |
| Bill Rate is Daily Rate | Indicates whether the bill rate is a daily rate. | |
| Cost Rate Is Daily Rate | Indicates whether the cost rate is a daily rate. | |
| Cost Rate Currency Code | Currency used to calculate the resource cost for the assignment. This is used when your organization uses multiple currencies. | |
| Resource Cost Rate Date | Effective cost rate for this assignment. The default date is today. |
Key: Number preceding the comma represents the length of the field. Number after the comma represents the number of decimal places.
| Fields | Description | |
|---|---|---|
| Billable Hours Submitted | 12,2 | Number of billable hours the resource logged against the assignment. |
| Billable Days Submitted | 10,0 | Number of billable days the resource logged against the assignment. |
| Non-Billable Hours Submitted | 12,2 | Number of non-billable hours the resource logged against the assignment. |
| Non-Billable Days Submitted | 10,0 | Number of non-billable days the resource logged against the assignment. |
| Billable Amount Submitted | Value of billable hours the resource logged against the assignment. | |
| Billable Expenses Submitted | Pass-through billable expenses the resource logged against the assignment. | |
| Non-Billable Expenses Submitted | Non-billable expenses the resource logged against the assignment. | |
| Billable Hours in Financials | 12,2 | Number of billable hours the resource logged against the assignment, which you can view in the project and RPGAbbreviation of region, practice, group. actualsTotals for a given time period.. |
| Billable Days in Financials | 10,0 | Number of billable days the resource logged against the assignment, which you can view in the project and RPG actuals. |
| Non-Billable Hours in Financials | 12,2 | Number of non-billable hours the resource logged against the assignment, which you can view in the project and RPG actuals. |
| Non-Billable Days in Financials | 10,0 | Number of non-billable days the resource logged against the assignment, which you can view in the project and RPG actuals. |
| Billable Amount in Financials | Value of billable hours the resource logged against the assignment, which you can view in the project and RPG actuals. | |
| Billable Expenses in Financials | Pass-through billable expenses the resource logged against the assignment, which you can view in the project and RPG actuals. | |
| Non-Billable Expenses in Financials | Non-billable expenses the resource logged against the assignment, which you can view in the project and RPG actuals. |
You can use these fields to override the RPGAbbreviation of region, practice, group. to which expenses, timecard revenue and timecardA mechanism for logging time against a project or an assignment. costs roll-upTerm used to describe how a lower level figure or transaction is included in a higher level transaction or calculation. to.
| Field | Description |
|---|---|
| Override RPG Enabled | Indicates whether RPG overrides are enabled for the assignment. |
| Override RPG Audit Notes | Allows you to enter notes for the override |
| Override Expense Region/Practice/Group | Overrides the default regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. or groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. to which the assignment's expense transactions roll-up to. |
| Override Timecard Revenue Region/Practice/Group | Overrides the default region, practice or group to which the assignment's timecard revenue transactions roll-up to. |
| Override Timecard Cost Region/Practice/Group | Overrides the default region, practice or group to which the assignment's timecard cost transactions roll-up to. |
| Button | Description |
|---|---|
| Edit | Opens the assignment for editing. |
| Delete | Deletes the assignment. |
| Clone | Creates a copy of the assignment. |
| Close Assignment | Allows you to close the assignment for time and expense entry. |
| Zero Schedule | Allows you to reset the schedule for the resource to zero. |
| Edit Schedule | Allows you to edit the schedule for the assignment and insert schedule exceptions. |