View the Resource Assignments List

Things to Consider

Steps

  1. Navigate to the Company level Resource Planning tool.

  2. Click Assignments and select Assignments List.

  3. Select the Group.
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  4. Click the columns icon-configure-columns-wfp.png icon to select the columns to show on the list.

  5. Mark the checkboxes for the columns you want to show:

    • Name. The assignee's name.

    • Job Title. The assignee's job title. See Configure Job Titles for Resource Planning.

    • Project. The project the assignment is for.

    • Project #. The project's project number.

    • Start Date. The assignment's start date.

    • End Date. The assignment's end date.

    • Start Time. The assignment's start time.

    • End Time. The assignment's end time.

    • % Allocation. The percent of the assignment's allocation. See What is a Resource Allocation Type?

    • Status. The assignment status.

    • Gender. The assignee's gender.

    • Employee ID. The assignee's employee ID.

    • Category. The project's category.

    • Subcategory. The project's subcategory.

    • Overtime. Whether overtime is approved for the assignment.

    • Work Days. The assignment's work days.

    • Project Address. The project's address.

    • Project Address 2. The project's address, continued.

    • Project City. The project's city.

    • Project State. The project's state.

    • Project Country. The project's country.

    • Project Postal. The project's postal code.

    • [Custom Fields]. Custom fields that are created for people or assignments appear at the end of the list.

  6. To change the order in which the columns appear, click on the column header and use a drag-and-drop operation to move it to the desired location.

  7. Click Save.