Resource Assignments and relationship to Resource allocations

[lisafin]

Looking for some clarity on the relationship between resource assignments and resource allocations.  Currently when a resource assignment is created it also creates the resource allocations.  These resource allocations seem to be created with a booking type = Hard no matter what the status of the Resource Assignment is (i.e. pending, approved or unapproved.)

I am encouraging teams to use My Calendar to see what their upcoming project commitments are, however the My Calendar view shows resource allocations (not assignments) and all of these are set to hard so there is no confirmation that the resource assignment has been actually approved or is still pending.  Is this all by design, is this being looked at in future releases, ideally, I would just like to just show resource assignments in the My Calendar view but do not want to customise anything if this is something that is going to be fixed. 

Have I misunderstood how this all fits together, has anyone handled this differently?

[lisafin]

@Chris Cannella I am also interested in a response to the above, I don't want to start customising platform features like My Calendar so keen to understand if this is being considered - and what the recommendation is from the product team for dealing with this.

[Chris Cannella · Accepted solution]

Hello @lisafin  

At this time, My Calendar has not been uplifted to the Next Experience.  As you have noted, all resource assignments will appear on My Calendar regardless of status value. 

With the November release, we added a setting so that clients can self-determine which status values count towards utilization in the utilization modal used by PW and RMW, the heat map of PW and RMW, and the utilization calculation for a resource in RMW.  Hayley Alexander (the Product Manager who owns Project Workspace) has enhancements to 'MyCalendar' planned for late next year so that it will also leverage this setting.  Right now, it is not slated for a specific release.

You mentioned making a customization to MyCalendar.  As I cannot give you a guaranteed date, I understand your position. 

Regads, 

Chris