查看分配面板

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.

• 所需用户权限

• 你可以在工具设置中设置默认视图配置。

可以从资源计划中的以下位置创建请求:

• 请求列表

• 分配面板或甘特图

• 分配甘特图（测试版）

从请求列表创建资源请求

1. 导航到公司级别资源计划工具。

2. 点击请求并从下拉菜单中选择请求列表。

3. 点击 新建。

4. 填写"一般"请求信息。

5. 可选:自定义字段。输入任何请求自定义字段的信息。请参阅配置资源计划的自定义字段。

6. 可选:选择工作范围以描述工作范围。注意:此处输入的信息会自动添加到完成请求的任务分配任务分配 对象的分配警报中。

7. 可选:选择分配说明以提供其他说明。注意:此处输入的信息会自动添加到完成请求的任务分配任务分配 对象的分配警报中。

8. 可选:选择备注以添加任何备注。注意:此处输入的信息不包含在任何分配警报中。

9. 点击保存。

从分配面板或甘特图创建资源请求

1. 导航到公司级别资源计划工具。

2. 点击分配并选择面板或甘特图。或者从项目名称的标题栏中，点击省略号 ，然后选择创建请求。

3. 在所需项目下，点击省略号 ，然后选择创建请求。

4. 填写"一般"请求信息。

5. 可选:自定义字段。输入任何请求自定义字段的信息。请参阅配置资源计划的自定义字段。

6. 可选:选择工作范围以描述工作范围。注意:此处输入的信息会自动添加到完成请求的任务分配任务分配 对象的分配警报中。

7. 可选:选择分配说明以提供其他说明。注意:此处输入的信息会自动添加到完成请求的任务分配任务分配 对象的分配警报中。

8. 可选:选择备注以添加任何备注。注意:此处输入的信息不包含在任何分配警报中。

9. 点击保存。

从分配甘特图中创建资源请求（测试版）

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.