New Operational Assignment form
Fill in the following fields to create a operational assignment using Resource Management Workspace.
| 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.
|
| 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.
|
| 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.
|
| Ready for review | Select an option from the list so that the resource manager can review the request for allocation.
|
| Notes | Enter details about the assignment to help resource manager or project manager with insights and additional information. |