View the Assignments Boards
Background
The Assignments Boards allows you to see a single-day view of all active people and projects. You can see all active projects along with the resource requests and resource assignments for each project. You can also set defaults for how you want to view the Assignments Boards.
Things to Consider
You can set your default viewing configurations in your tool Settings.
Steps
Configure your Default View
View the Assignment Boards
View the Assignment Board for a Specific Project
Configure your Default View
Navigate to the Company level Resource Planning tool.
Click the Configure Settings
icon.Click View Preferences.
Locate the 'Boards Page' section and update the following settings:
Resource Bench - Card Subtitles. Select to update what information displays under the person's name in the 'resource bench'. See What is the 'resource bench' in Resource Planning?
Project Boards - Card Subtitles. Select to update what information displays under the person's name for resource assignments, and under the job title for resource requests.
Show Requests per Viewing Day Only. Move the toggle to the ON position to only show resource requests for the day you are viewing on the Assignments Boards.
Click Save.
Click Assignments and select Boards.
Navigate to the Configure
icon on the Assignment Boards and update the following setting:Multiple Column Layout. Mark the checkbox to show two columns of projects.
Click Apply.
View the Assignments Boards
Navigate to the Company level Resource Planning tool.
Click Assignments and select Boards.
Select the Group.
Select your date.
Click Save.
View the Assignment Board for a Specific Project
Navigate to the Company level Resource Planning tool.
Click Projects and select Project List.
Click the project name.
Click View Board.
Note: Additional projects may show if the there are projects with similar names.
Steps
You can create requests from the following places in Resource Planning:
Requests Lists
Assignment Boards or Gantt
Assignment Gantt (Beta)
Create a Resource Request from the Requests List
Navigate to the Company level Resource Planning tool.
Click Requests and select Requests List from the drop-down menu.
Click New.
Fill out the 'General' request information.
Optional: Custom Fields. Enter information for any request custom fields. See Configure Custom Fields for Resource Planning.
Optional: Select Scope of Work to describe the scope of work.
Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request.Optional: Select Assignment Instructions to provide additional instructions.
Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request.Optional: Select Comments to add any comments.
Note: Information entered here is not included in any assignment alerts.Click Save.
Create a Resource Request from Assignments Boards or Gantt
Navigate to the Company level Resource Planning tool.
Click Assignments and select Boards or Gantt.
OR
From the heading bar with the project's name, click the ellipsis
, and select Create Request.Under the desired project, click the ellipsis
, and select Create Request.Fill out the 'General' request information.
Optional: Custom Fields. Enter information for any request custom fields. See Configure Custom Fields for Resource Planning.
Optional: Select Scope of Work to describe the scope of work.
Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request.Optional: Select Assignment Instructions to provide additional instructions.
Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request.Optional: Select Comments to add any comments.
Note: Information entered here is not included in any assignment alerts.Click Save.
Create a Resource Request from Assignment Gantt (Beta)
Tip
You can also create this by creating a copy of an existing item on the Assignments Gantt.
Navigate to the Company level Resource Planning tool.
Click Assignments and select Gantt (Beta).
On the list, right click the project, category or subcategory for the assignment and select New Request.
Note: You can also hover over the project, category, or subcategory and click the vertical ellipsis
and select New Request.Enter the 'Specification' information.
Enter the 'Resources Needed'.
Enter the 'Schedule' information.
Show/Hide Fields
Start Date. The date the work assignment starts.
End Date. The date the work assignment ends.
Time or Allocation.
Moving the 'Set Assignment by Start Week and Duration' toggle to the ON
position allows you to enter the Start Time and End Time for the assignment.Overtime. If an assignment allows for overtime, You can the 'Overtime' toggle to the ON
position.Overtime Rates. The overtime rate for each day of the week.
For example, overtime on a weekday may be 1.5 for time and a half, and 2 for double time on the weekend.Pay Split. How many hours a person must work to initiate overtime.
Overtime. After the standard wage, how many hours in a shift that are considered overtime.
Standard. How many hours in a shift are considered the standard wage.
Unpaid. How many hours in a shift are unpaid.
Example
12 Hour Shift, Paid Lunch - The pay split would be 8 hours standard, and 4 hours of overtime.
12 Hour Shift, Unpaid Lunch - The pay split would be 8 hours standard, 3 hours overtime, and 1 hour unpaid.
Moving the 'Set Assignment by Allocation' toggle to the ON
position allows you to enter the Percent of the person's time that is Allocated for the request.Work Days. A checkmark indicates a work day for the request.
Status. The assignment's status.
icon to undo an action. Click the redo 
icon redo a previously undone action.