Resource assignment form

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • The resource assignment form enables you to create a resource assignment record for a demand.

    Table 1. Resource assignment form
    Field Description
    Assignment type Type of the resource assignment, either User or Group.
    Resource Resource assigned to work on the demand.
    Note:
    This field is not available when the Assignment type value is Group.
    Group Group assigned to work on the demand.

    If a resource is selected, the primary group of the resource is populated by default.

    Role Primary role of the resource.

    If a resource is selected, the primary role of the resource is populated by default.

    Skill Primary skill of the resource, such as Networking or UX design. The values listed in this field are dependent on the Group and Role fields.
    Effort type Type of effort requested from a resource.
    The available values are:
    • Hours
    • FTE
      Note:
      The value of a FTE (full time employee) unit is eight hours.
    • Person days
    Effort Count of the required effort in terms of hours, FTEs, or person days.
    Name Name of the assigned resource.
    Task Demand associated with the resource assignment. This field is auto-populated.
    Start date Start date of the resource to work on the demand. This field is populated with the planned start date of the demand by default.
    End date End date of the resource to work on the demand. This field is populated with the planned end date of the demand by default.
    Resource status Status of the resource assignment.

    The available values are:

    • Approved
    • Unapproved
    • Unassigned
    Rate override Option that indicates whether to override the resource rate to match the organization requirements.
    Ready for review Indicates whether the resource assignment request is finalized and ready for the resource manager's review for allocation. The available values are Yes and No.
    Notes Information about the resource assignment.