Overview: Schedule and Assignments View

Concept

The Schedule and Assignments view in Work and Assignments lets you view both the work schedule and the resource assignments for a project (Figure 1). You can perform similar tasks from here, but it is easier to see which lines on the work breakdown structure have resource assignments and what type of assignment is currently used. For definitions of the assignment types, see Resource Assignment Types Overview.

1. Allocation: This icon  next to a resource name means that the resource is allocated to the task above. This icon  means an allocation is requested.
2. Authorization: This icon  next to a resource name means that the resource is authorized to the task above.
3. Reserve: This icon  next to a resource name means that the resource is reserved to the task above. This icon  means a reserve is requested.
4. Requirement: To view requirements for a task, select   > Task Information, then select the Require tab. This icon  next to an organizational resource name represents a requirement.
5. Utilization grid or bars: Graphically display utilization information on the resource based on preference settings. Use the editable grid to create effort profiles. You can view summarized information by hovering over a utilization bar or cell in the grid.

Tip

Select  for any line with a resource allocation icon to edit the allocation, substitute resources, or view more details.

Select  for any line on the work breakdown structure to see more on the resource assignments as well as other project information (Figure 1). By default, the task information opens in a new window. Select  to toggle between this option and displaying task information in a lower tray, beneath the work breakdown structure. Select the  at upper right to close the window.

Tip

The Req Name and Req ID columns are useful for filtering the display by requirement.

Figure 1: Work and Assignments—Schedule and Assignments View