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Planview Customer Success Center

GetTaskAssignmentForFixedPeriod Function

GetTaskAssignmentForFixedPeriod (user as ObjectIdentifier, task as ObjectIdentifier, period as String, loadType as String, state0 as String…)

Category: Resource Utilization
Description: Returns a duration value indicating the Assigned Task work for the specified User in the current day, week or month time range. This should correspond to the value that can be seen in the project’s Resource Planning panel, or Resource Load screen.
Supported Context: Business Rules
user as ObjectIdentifier(User) Represents a reference to a user object or a field that returns a user object. Normally this will be the resource on a task.
task as ObjectIdentifier(Task) Represents a task object for which you would like to know the resource’s assigned work.
period ‘d’ for Current Day, ‘w’ for Current Week, ‘m’ for Current Month
loadType ‘Planned Work’ or ‘Remaining Effort’
Example #1 Create a Scheduled Workflow Rule on the User that will run repeatedly every Monday morning, and send an email to a user's direct manager if the user is overloaded in the current week. This will only check for resource availability on tasks that are "Active", "Draft", or "On Hold" In the Evaluation Criteria enter the following: IsResourceAvailableForFixedPeriod(currentuser(),"w",100, "Active", "Draft", "On Hold")
Tips Use this value in conjunction with a user’s rate to calculate projected cost or revenue from billing for a particular task.