New Operational Assignment form

  • Release version: Washingtondc
  • Updated July 17, 2024
  • 1 minute to read

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

    Table 1. New Operational Assignment form
    Filed 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.
    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