View the Assignments Boards

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.

• Required User Permissions

• You can set your default viewing configurations in your tool Settings.

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

1. Navigate to the Company level Resource Planning tool.

2. Click Requests and select Requests List from the drop-down menu.

3. Click New.

4. Fill in the 'General' request information.

5. Optional: Custom Fields. Enter information for any request custom fields. See Configure Custom Fields for Resource Planning.

6. 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.

7. 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.

8. Optional: Select Comments to add any comments.
   Note: Information entered here is not included in any assignment alerts.

9. Click Save.

Create a Resource Request from Assignments Boards or Gantt

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Boards or Gantt.
   OR
   From the heading bar with the project's name, click the ellipsis and select Create Request.

3. Under the desired project, click the ellipsis and select Create Request.

4. Fill in the 'General' request information.

5. Optional: Custom Fields. Enter information for any request custom fields. See Configure Custom Fields for Resource Planning.

6. 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.

7. 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.

8. Optional: Select Comments to add any comments.
   Note: Information entered here is not included in any assignment alerts.

9. Click Save.

Create a Resource Request from Assignment Gantt (Beta)

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. 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.

4. Enter the 'Specification' information.

   Show/Hide Fields

   • Project. The project the resource is needed for.

   • Category. The assignment's category.

   • Subcategory. The assignment's subcategory.

5. Enter the 'Resources Needed'.

   Show/Hide Fields

   • Labor

     • Job Title. The job title required to perform the work.

     • Quantity. The quantity of labor requests to create.

   • Equipment.

     1. Equipment Type. The type of equipment needed to perform the work.

     2. Quantity. The quantity of labor requests to create.

6. 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.

7. Additional Information. Enter information for any request custom fields. See Configure Custom Fields for Resource Planning.

8. Enter the Scope of Work.
   Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request.

9. Enter Assignment Instructions.
   Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request.

10. Enter any Comments to add any comments.
    Note: Information entered here is not included in any assignment alerts.

11. Click Create.