Assignments (tpptc2170m000)
Use this session to create and maintain assignments and plan which employees must be assigned to specific tasks. You can also modify the status of the assignments. By default, one employee is assigned for each budget line. However, more than one employee can be assigned. Assignments can be created via Resource Planning.
Field Information
- Project
-
The code that identifies the project.
- Description
-
The description or name of the code.
- Project Status
-
The project status.
Allowed values
- Free
- Active
- Finished
- Closed
- Archived
- Plan
-
The code of the plan.
- Description
-
The description or name of the code.
- Activity
-
The activity code.
- Description
-
The description or name of the code.
- Budget Status
-
The budget status of the activity.
Allowed values
- Free
-
You can modify all the data.
- Actual
-
You can modify the budget data and generate the control data. You can also log the budget history.
- Final
-
You cannot modify the budget data. You can only add or modify the budget lines using a budget adjustment. You can also log the actual budget history.
- Budget Line
-
The budget line number.
- Sequence Number
-
The sequence number.
- Quantity
-
The quantity of the activity budget line that is associated to the assigned task.
Note: This is a display field. - Unit
-
The unit in which the quantity is expressed.
Note: This is a display field. - Description
-
The description or name of the code.
Note: This is a display field. - Task
-
The task.
- Description
-
The description or name of the code.
- Employee
-
The employee code. If an assignment is manually created and an employee is specified for the budget line, the employee data is defaulted to the assignment.
- Allocated Hours
-
The time allocated to the employee for completing the assigned tasks
-
The code of the unit in which the allocated hours are expressed.
Note: This is a display field. -
The description or name of the code.
Note: This is a display field. - Percentage of Capacity Allocated
-
The percentage of the labour (employee) capacity that is allocated to the assigned task.
- Name
-
The name of the employee.
- Assignment Status
-
The task assignment status of the employee.
Allowed values
- Free
-
The task is yet to be assigned to the employee.
- Assigned
-
The task is assigned to the employee and a CRM appointment is created based on the resource assignment parameters.
- In Progress
-
The task assigned to the employee is in progress.
- Completed
-
The task assigned to the employee is completed.
- Reopened
-
The task assigned to the employee is reopened.
- Closed
-
The task assigned to the employee is closed.
- Canceled
-
The task assigned to the employee is cancelled and the CRM appointment is deleted.
- Use Employee Calendar for Planning
-
If this check box is selected, the calendar can be used for planning the task that is assigned to the employee.
- Actual Calendar
-
The actual calendar code and the availability type applicable for the employee.
Note: This is a display field. -
The description or name of the code.
Note: This is a display field. - Calendar Origin
-
The origin of the calendar code and the availability type.
Note: This is a display field. - Text
-
The text related to the assignment.
- Planned Start Date
-
The planned start date and time when the assignment for the specified task must be started.
- Planned Finish Date
-
The planned finish date and time by when the assignment for the specified task must be completed.
- Actual Start Date
-
The actual start date and time when the assignment is started for the specified task.
Note: This field is applicable only if the Assignment Status is set to Assigned, Reopened or In Progress. - Actual Finish Date
-
The actual finish date and time when the assignment for the specified task is completed.
Note: This field is applicable only if the Assignment Status is set to In Progress, Reopened or Completed. - Duration
-
The duration in which the assignment is planned to be completed.
Note: Infor LN populates this value based on the difference between the Planned Start Date and the Planned Finish Date, considering the applicable calendar. You can modify this value. However, if a new Planned Finish Date value is specified, Infor LN recalculates the value. - Time Unit Duration
-
The time unit in which the duration is expressed.
- Description
-
The description or name of the code.
- Scheduled Activity Start Date
-
The scheduled start date and time of the activity.
- Scheduled Activity Finish Date
-
The scheduled finish date and time of the activity.
- Created
-
The date and time when the assignment is created.
- by
-
The name of the user who creates the assignment.
- Modified
-
The date and time when the assignment is modified.
- by
-
The name of the user who modifies the assignment data.
- Change Reason
-
The reason code for which the data is modified.
- Description
-
The description or name of the code.