Building Project Teams › Staff Project Tasks › Modify Staff Assignment Properties

Modify Staff Assignment Properties

Use the following procedure to modify the assignment properties for the resources you have assigned to your tasks. You can also use the resource assignment properties page to vary the ETC based on work segments.

To modify a resource assignment

  1. Open the project.

    The Project: Properties: Main - General page appears.

  2. Select the Tasks tab.

    The Project: Tasks: Task List page appears.

  3. Select the Assignments subtab on the tasks page toolbar.

    The Project: Tasks: Assignments page appears.

  4. Click the Properties icon next to the name of the resource whose assignment properties you want to define.

    The Assignment Properties page appears.

  5. Review the following fields:
    Resource

    Displays the name of the resource assigned to this task.

    Role

    Defines the role of the resource assigned to this task.

    Loading Pattern

    Specifies the loading pattern by which you want to distribute the ETC for a task assignment over the duration of the task. Autoschedule schedules the work based on this loading pattern.

    Values: Back, Uniform, Fixed, Contour, or Front

    Default: Front

    Actuals

    Displays the total number of hours the resource has recorded to date for tasks on this project. Actuals appear after the Post Timesheets job is run or after importing actuals from WIP.

    Actuals Thru

    Displays the actuals thru date for the resource task assignment based on posted actuals. The value for this field is updated when the Post Timesheets job runs, which runs automatically when the project manager posts an approved timesheet.

    Status

    Displays the status of this task assignment.

    Values:

    • Completed. The status automatically changes to this status when the task ETC is zero and the % complete is 100.
    • Not Started. Indicates that actuals have not been posted.
    • Started. The status automatically changes to this status when a resource posts actuals to this task assignment.

    Default: Not Started

    Start

    Defines the date on which you want work to start for this resource on this task.

    Default: Task Startdate

    Required: Yes

    Note: You must define the assignment to start on or after the start date of the task. If an assignment has actuals, this field is display only.

    Finish

    Defines the date on which you want work to finish for this resource on this task.

    Default: Task Finish date

    Required: Yes

    Note: You must define the assignment to finish on or before the finish date of the task.

    ETC

    Displays the estimate of remaining hours to complete the task based on the team member allocation percent for this resource between assignment start and finish dates and based on the number of hours the resource is available each day.

    Default: Varies per resource per project per task

  6. Click Submit.

    Your changes to the staff assignment properties are saved.

More information:

Resource Loading Patterns

Staff Project Tasks