New Resource Assignment form

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：3分

    • Fill in the following fields to create a resource assignment using Resource Management Workspace.

    表 : 1. New Resource Assignment form
    Field Description
    Assignment type Select an assignment type from the list.
    • User - to create a resource assignment for a user.
    • Group - to crate a resource assignment for a group.
    Resource Name of the resource.

    This field is disabled for Group assignment.
    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.
    • This field is disabled for Group assignment.
    Skill Primary skill of the resource.
    • If a resource is selected, the primary role is populated by default.
    • This field is disabled for Group assignment.
    Effort type Select the effort type to request a resource.
    • Hours - to request a resource or group by hourly basis.
    • FTE - to request a resource or group by FTE.

      By default, one FTE is 8 hours.

    • Person days - to request a resource or group by Person days.
    Effort Enter the required effort count.
    Name Enter a custom name for resource assignment.
    Task Select the task from the list to associate the resource assignment.
    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
    Rate override Select this option to override the resource rate to match with your organization requirements.
    Resource rate Select the required currency and enter the resource rate.
    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.