New Operational Assignment form

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분
  • Fill in the following fields to create a operational assignment using Resource Management Workspace.

    표 1. New Operational Assignment form
    Field Description
    Resource Name of the resource.
    Group Name of the group to create resource assignment.

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

    Role Primary role for the employee.

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

    Skill Primary skill of the resource.

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

    Effort type Select the effort type to request a resource.
    • Hours - to request a resource on hourly basis.
    • % Capacity - to request a certain percentage of capacity towards operational work.
    Effort Enter the required effort count.
    Name Enter a custom name for resource assignment.
    Operational work type Select the kind of operational work from the list.
    • KTLO
    • Admin
    • Meeting
    • Training
    • Out of office
    • External labor
    • Time off
    • Appointment
    • Phone call
    Rate model Select existing rate model to calculate planned and actual resource costs.
    Start date Select the start date of the assignment using the calendar palette.
    End date Select the end date of the assignment using the calendar palette.
    Resource status Select the state of the resource assignment.
    • Pending
    • Approved
    • Unapproved
    • Unassigned
    Ready for review Select an option from the list so that the resource manager can review the request for allocation.
    • Yes - if the resource assignment request is finalized and ready for resource manager's review for allocation.
    • No - if the resource assignment details are still being updated.
    Notes Enter details about the assignment to help resource manager or project manager with insights and additional information.