Assignments (v8.xx)

Assignments (v8.xx)

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


  1. Assignment header


Same as task header.


  1. [Assignment description] tab




Assigned to

The assigned resource. Computed from the task.


Delegated to


Delegates the assignment to another resource, if necessary. The project leader, the project leader substitute as well as the assigned resource has the option to delegate the assignment.





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

Priority

The task priority (urgent, low, etc.). The list of choices comes from the "Keywords & Labels" setup document.





Activity type

This field is used to categorize a task based on its activity type (for example: administration, building, supervision, etc.). The list of choices comes from the "Keywords & Labels" setup document.

This activity type can be used in two places:

In the budget structure, if activity type is defined as a budget axis. (see: Budget management).

In the case of multi-rates management, different rates can be attributed to the resources based on activity type.

See Budget & Cost Tracking for more information.


Start

Planned: The planned start date, inherited from the task. The default planned start date is the creation date. Not editable.

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


End

Planned: The planned end date, inherited from the task. The default planned end date is one day after the creation date. Not editable.

Actual: The value comes 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.

The cost is obtained by multiplying the resource's rates by her/his workload. See Budget & Cost Tracking for more information.

These fields are displayed in either of those cases:

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

The user is NOT part of the excluded resources for financial information, as set 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 obtained by multiplying the resource's billable rate by her/his workload.


    • Related Articles

    • The Organizational Breakdown Structure (OBS) (v.8xx)

      It is possible to create an organizational hierarchy for resources broken down by company and departments. Company records are defined in the [Resources] module and all resources attached to it will inherit certain attributes, such as "Rates" for ...

    • Create Custom Fields (v8.xx)

      It is possible to customize Geniusproject with simple setup actions, to add fields and to create reports based on those fields. You need [Admin] access to do this. Custom fields can be defined for any Geniusproject form as well "generic documents." ...

    • Toolbar (v8.xx)

      Toolbar Action Icon Description Shortcut Re ad m od e Ed it m od e Insert Activity Inserts a new task after the last selected item in the Gantt chart. The new task is appended at the end of the item list if no task is selected. It has a default name ...

    • Document Templates With Attachment (v8.xx)

      The following process explains how to create a template that includes attachments, provided that Genius Integrator is enabled. Open the 'Projects' module 'Setup & Administration' console, in the 'Templates' tab, select the view 'Document templates.' ...

    • Action Menu (v8.xx)

      Menu Action Description Shortcut Rea d mod e Edit mod e Sh ort Act ion Me nu General Menu P P P Save Without closing: Saves the current version of the plan. In order to propagate all the changes in all records of the project, the plan is briefly ...