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：2分

    • Description for the resource assignment form fields.

    表 : 1. Resource assignment form
    Field Description
    Resource Specific user resource to associate with the plan.
    注:
    If you select a specific resource, the Group, Role, and Skill planning attributes associated to the resource are auto populated.
    Group Group of resources to associate with the plan.
    Role Role of the resources to associate with the plan.
    Skill Skill of the resources to associate with the plan.
    Effort type Type of the effort to associate with the plan.

    Select Hours to request defined set of hours or select % Capacity to request certain percentage of the resource capacity.
    Effort Amount of effort type required.
    Operational work type Type of operational work: KTLO, Admin, Meeting, Training, Out of office, External labor, Time off, Appointment, and Phone call.
    Rate model Rate model assigned to the operational resource plan. The rate model is used to derive hourly rates for the resource plan.

    If you change or remove the rate model assigned to an operational resource plan, the cost fields on the plan are re-calculated.
    Start date Date when the operational resource plan starts.
    End date Date when the operational resource plan ends.
    Resource status Status of the resource assignment.