Projects → Work Items → Labor Assignments

Labor Assignments

The Labor Assignments tab is used to help project managers track and manage work items. You can add additional columns to the Labor Assignments tab by clicking the Properties button. Start (Plan) and Finish (Plan) are derived from the values on the item. Start (Actual) and Finish (Actual) are based on timesheet entries. Work (Plan) is initially derived from the value on the work item, but it can be updated when assignment values roll up to the item. Cost (Plan) is based on Work (Plan) plus the allocation rate. Columns for Percent Work Complete and Remaining Work may show as n/a whenever the value of actual work is greater than the value of planned work.

Allocating a generic resource to a work item

You can allocate generic resources to work items.

To allocate a generic resource to a work item
  1. Open the Projects module.
  2. Select an item.
  3. Select the Work Items tab.
  4. Select a work item.
  5. In the lower pane, on the Labor Assignments tab, click New Generic Allocation.
  6. In the Generic Allocation dialog box, select a resource role from the Resource drop-down.
  7. From the Resource Team drop-down, select the resource team from which the generic resource is being allocated.
  8. From the Project drop-down, select the item to which the generic allocation will be made. In the Select Investments dialog box, choose the item and click Apply.
  9. From the Status drop-down, indicate whether the generic allocation is Proposed or Committed.
  10. Click the plus symbol icon to define how much and when a resource will be allocated. For each resource allocation, define the percentage of full time (% FTE), the start and finish dates for the allocation, and any comments specific to the allocation.
  11. Click Rates to define the rates associated with the allocation.
  12. Click OK.

Allocate a resource to a work item

You can allocate resources to work items.

To allocate a resource to a work item
  1. Open the Projects module.
  2. Select an item.
  3. Select the Work Items tab.
  4. Select a work item.
  5. In the lower pane, on the Labor Assignments tab, click New Allocation.
  6. In the Resource Allocation dialog box, initiate a search for a resource by clicking the search icon beside the Resource field and then use the Find Resource dialog box to search for and select a resource.
  7. Click OK in the Find Resource dialog box and the resource information is prefilled in the Resource Allocation dialog box.
  8. From the Status drop-down, indicate whether the allocation is Proposed or Committed.
  9. Click to define how much and when a resource will be allocated. For each resource allocation, define the percentage of full time (% FTE), the start and finish dates for the allocation, and any comments specific to the allocation.
  10. Click Rates to define the rates associated with the allocation.
  11. Click OK.

Assigning a resource to a work item

You can assign resources to work items.

To assign a resource to a work item
  1. Open the Projects module.
  2. Select an item.
  3. Select the Work Items tab.
  4. Select a work item.
  5. In the lower pane, on the Labor Assignments tab, select a resource from the list and click Assign.

Deleting an assignment or allocation from a work item

You can delete a resource assignment or allocation made to a work item. Select an item and then click Delete Assignment.

To delete an assignment or allocation made to a work item
  1. Open the Projects module.
  2. Select an item.
  3. Select the Work Items tab.
  4. Select a work item.
  5. In the lower pane in the Labor Assignments tab, select a resource assignment or allocation from the list and click Delete.
  6. Click Save.

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