Resource Assignment

Resource Assignment records which resources are assigned to a project for a period, and who is responsible.

Where

Organizational Structure › Resource Assignment (OSAS)

Who uses it

The project or site manager

When

When resources are committed to a project

Needs first

Resource

What it is for

It is a record for planning and reporting: the Resource Assignment list and report read it. It does not change quantities and posts nothing.

Every field in plain words

General

Field	What it means	What to put
Transaction	The assignment number.	Shown once the assignment is created.
Transaction Date	The date of the assignment.	Required. Locked after Create.
Date From	Start of the assignment.	Optional. A date.
Date To	End.	Optional. A date.

Controlling

Field	What it means	What to put
Project	The project.	Optional. Pick from the Project list.
Responsible	Who is responsible.	Optional. Pick from the Responsible list.

Basic Data

Basic Data.

Column	What it means	What to put
Resource	The resource.	Optional. Pick from the Resource list.
Name	Its name.	Optional.
Line Text	A note.	Optional.

How to configure it

Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.

What it is connected to

• Lists and reports: see Lists and reports.

If something looks wrong

• “Similar Transaction. already exits” The number is already used.