<aside> 💡 On this page you can find the information regarding the Resource table that belongs to the Activities Tab in the Project module. Here is described the process how to edit the Resource assignment.

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List of content

The Basics

Most activities contain at least one assignment that outlines what is needed to complete it. We can find it/them in the [ 1 ] Resource tab of an activity.

Having an Assignment/Resources associated with an Activity is essential to have a Task on which an employee can book hours and follow the progress of a certain activity.

Assignments/Resources [ 1 ] indicate in the table the following data:

• Organization: To which organization/department the work is assigned to.
• Discipline: The discipline that the worker needs to have to accomplish the task.
• Budget: The amount of time budget that has been planned to finish the task.
• Worked: The number of worked hours that have been booked on the task.
• TOGO: The budget left to finish the task.
• Progress: The total progress so far.

All this data can be modified from the planning window except for the Worked hours, as they are booked directly by the employee in the Hours and Progress module.

Budget, Progress, Worked, and ToGo hours values are related and interdependent:

• Progress is calculated as the percentage relation between the worked hours and budgeted hours.
• Hours To-Go are calculated as the budgeted hours minus the worked ones.

This means that, when modifying the value of the Progress, we update the ToGo hours and the reverse happens when we update the ToGo value.

All the above data and more can be edited in Edit Assignment pop-up.

In the edit pop up we can find additional fields such as Description, Planned Start, Planned Finish, calculation data fields and Codes ones.

Walkthrough

Edit an existing Assignment/Resource

1. Select your project in the Project module.
2. Open the component by selecting it from the project tree list to open the Component View.
3. In Activity tab click on the Activity to see the Assignments/Resources that belongs to it.
4. To edit the Assignment click on the ✎ Edit button (pencil icon) or double-click on the line that you want to edit.
5. The Edit pop-up will open.
6. You can change all the data that you can see in this pop-up except the Worked hours, which are generated based on the booked hours by the workers.
7. Once you are finished editing the data, click Save button, to apply the changes.

User requirements

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The features are accessible to roles that have permission for the Project module.

This feature can be accessed by Advanced users.

If you aren’t sure what user you are, contact your Administrator.

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Requirements and troubleshooting

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Requirements

• You need to have at least one project created with one component and some activities in it. At least one of the activity needs to have assigned Resource to it. You should see that in the Resource tab at the bottom of the screen.

Troubleshooting

• I can’t find the assignments/resources table
• Why I cannot delete my assignment?

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Related functions

Edit an Activity in your project

Activity tab - create a new Activity

Component - Edit an existing component

Activity - Statuses: change the status of the activity