Assignments (v10.xx)

Assignments (v10.xx)

For each assignment made to a "Task", an "Assignment" record is automatically created. This record includes all information about the task related to the assigned resource. "Assignment" records are generated by the system whenever a resource is assigned to a task.


Assignment header


Same as the task header.

[Assignment description] tab





Assigned to

The resource assigned to the task. Computed from the task details.


Delegated to


Allows the assignment to be delegated to another resource, if necessary. The project leader, project leader substitute, or the originally assigned resource can delegate the task.

Note: It is not possible to delegate the assignment to a resource that is already contributing to the task.



Priority

The task priority (urgent, low, etc.). The list of available options is defined in the "Keywords & Labels" setup document.





Activity type

This field categorizes the task based on its activity type (e.g., administration, building, supervision, etc.). The list of options also comes from the "Keywords & Labels" setup document.

The activity type can be used in two places:

Budget structure: If activity type is defined as a budget axis (see: Budget management).

Multi-rates management: Different rates may be attributed to resources based on activity type.

Refer to Budget & Cost Tracking for more information.


Start

Planned: The planned start date, inherited from the task. By default, it is the creation date (not editable).

Actual: Derived from entries made by the assigned resources in their timesheets or directly here.


End

Planned: The planned end date, inherited from the task. By default, it is one day after the creation date (not editable).

Actual: Derived from the entries made by the assigned resources in their timesheets or directly here.


Workload

Indicates the total planned, actual, remaining, and EAC (Estimate At Completion) workload. The workload unit is specified in the "General" setup document.

If the planned work is "0", the remaining work is always equal to '0'.






Costs

Indicates the planned, actual, remaining and EAC (Estimate At Completion) cost. The currency is specified in the "General" setup document.

Costs are calculated by multiplying the resource's rates by their workload. Refer to Budget & Cost Tracking for more information.

These fields are displayed if:

The user belongs to the project team with the "View Costs" role.

The user is NOT excluded from financial information, as specified in the "General" setup document.

The user is an application manager (i.e. has the "COP_MANAGERS" role).



Billable

Only visible if "Billing mode" is set to "Time spent".

Indicates the planned, actual, remaining, and EAC (Estimated At Completion) billable cost.

The billable cost is calculated by multiplying the resource's billable rate by their workload.



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