Assign Resource to Project Fields

Here is a description of the fields and buttons on the Assign Resource to Project page.

Project Information

The fields in the Project Information section identify the project to which a resourceA contact that works on a project. is to be assigned.

Key:
R – Read-only.
* – Mandatory field.

Field   Description
Project Name R Name of the projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets..
Start/End Dates R The start and end dates of the project.
Owner R Owner of the project.
Location R Location of the project.

Assignment Information

Field     Description
Resource *   The resource to be assigned to the project.
Role     The role to which the resource is being assigned.
Bill Rate *   The hourly or daily cost rate for the assignment. The default value is taken from the resource's role on their contact record.
Start/End Dates *   The start and end dates for the assignment.
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 request, the requested hours data on the resource requestA means of asking for resources for a project or an opportunity. is copied to the Planned Hours field on the assignmentConnection between a resource and a project.. When you create a project from a template, the Planned Hours data is copied.
Planned Bill Rate     The bill rate used during planning activities on fixed price resource requests when the actual bill rate is zero.
Use Default Cost Rate     Indicates whether the default cost rate for the resource is used for the assignment. When you deselect the checkbox, The Cost Rate Amount field appears where you can enter a cost rate specifically for the resource.
Currency     The currency used for the cost.
Cost Rate Amount     The hourly or daily costs incurred for the resource.
Billable     Indicates whether the cost can be charged to a customer and is therefore included in a billing eventA means of generating billing information that can be fed into a financial system.
Tip: Tip
When assigning a resource on the Assign Resource to Project page you can create the assignment with the resource's Cost Rate Amount and Currency. To do this, clear the Use Default Cost Rate checkbox and select Resource Currency from the drop-down list.

Schedule Details

Field   Description
Scheduled Hours * Number of hours the resourceA contact that works on a project. will work on the project.
Scheduling Strategy   The scheduling strategy for the assignment. You can choose from several options. See Schedule Strategy.
Day fields   Show the number of hours the resource must work on the task each day to achieve the end date. You can set the values in these fields when you select a Custom Scheduling Strategy

Schedule Strategy

The scheduling strategy to use. You can choose from several scheduling strategies depending on the options that your administrator has set:

Scheduling Strategy Description
Calculate End Date, Level Schedule Calculates the end date taking into account holidays and other assignments that the resource has.
Calculate End Date, Ignore Availability Calculates the End Date ignoring assignments that the resource has.
Adjust Hours Per Day Calculates the hours per day based on the project end date and the Scheduled Hours. The Scheduled Hours are distributed evenly between the start and end dates.
Percent Allocation Calculates the hours per day based on the percentage allocation in the Date Range lines. You can add several date range lines and specify a different percentage allocation on each date range. When you create an assignment or update the scheduling strategy on an assignment using this strategy schedule exceptions are created based on the date ranges and percent allocation that you enter.
Note: Note
In the Percent Allocation scheduling strategy, you cannot use date ranges that overlap.
Zero Hour Schedule Allows you to create assignments with zero hours for each day. For instance, you can create resource requests with zero hours and then staff, assign or hold the resource requests.
Note: Note
If you attempt to create an assignment with zero hours using a different strategy, an error message appears.

Percent Allocation

The Percent Allocation section appears when you choose the Percent Allocation scheduling strategy. In this section you can add date ranges and specify a percentage allocation for the resource in each date range. This calculates the hours for each day. When you create an assignment or update the scheduling strategy on an assignment using this strategy schedule exceptions are created based on the date ranges and percent allocation that you enter.

Note: Note
To display the Percent Allocation section, you must click Update Schedule after selecting the Percent Allocation scheduling strategy.
After completing or changing the Percent Allocation field you must click Update.

R – Read-only.
* – Mandatory field.

Field   Description
Daily Hours fields R Hours for each day of the date range based on the Percentage Allocation.
End Date * Date on which the date range is to end.
Ignore Holidays   Indicates whether holidays on the resources work calendar are to be excluded from the total hours.
Percent Allocation   Percentage allocation of the resource to use to calculate their scheduled hours for the date range. 
Note: Note
After completing or changing this field you must click Update.
Start Date * Date on which the date range is to start.
Total Hours R The total hours for the assignment between the dates specified in the Start Date and End Date fields of the date range.

Percentage Allocation Buttons

Button Description
Add Date Range Adds a date range line to the Percent Allocation section.
Refresh Calculates the hours on the daily hours and Total Hours fields for the date range based on the value in the Percentage Allocation field on that date range.
Update Updates the total hours on the Schedule and the Percent Allocation section based on the value in the Percentage Allocation field.

Schedule Detail Buttons

Button Description
Update Schedule Updates the schedule according to the Start/End Dates, Scheduled Hours and Scheduling Strategy selected.
Create Assignment Creates the assignment.

Related Concepts

Assignments and Schedules

About Scheduling Strategies

About Contacts and Resources

Resource Requests

Resource Planner

About Staffer

Related Tasks

Editing Schedules

Selecting a Custom Scheduling Strategy

Assigning Resources Directly by Name

Assigning Multiple Resources to Projects

Assigning Multiple Projects to Resources

Changing the Resource on an Assignment

Closing Assignments

Self-Assignment

Viewing, Adding and Editing Daily Notes

Setting up PSA Resources

Creating Resource Requests

Using the Resource Planner

Using the Staffer

Assigning Resources

Searching for Resources

Holding Resources

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