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Afficher les tableaux des affectations

Contexte

The Assignments Boards allows you to see a single-day view of all active people and projects. You can see all active projects along with the resource requests and resource assignments for each project. You can also set defaults for how you want to view the Assignments Boards.

Éléments à considérer

Étapes

  • Bêta

  • Héritage

    • Configurer votre affichage par défaut

    • Afficher les tableaux d’affectation

    • View the Assignment Board for a Specific Project

Bêta

  1. Accédez à l’outil Planification des ressources au niveau de la compagnie.

  2. Click Assignments and select Boards (Beta).

  3. Click the configure Icône Ag Grille Tableau Menu de filtre icon.

    • Schedule Changes

      • Select how to set the dates for an assignment.

        Afficher/Masquer les champs

        • Assign to Project End Date

        • Choose an End Date Upon Each Change

        • Single Day

    • Width

      • Select the column width of the boards page.

    • View Options

      • Select to display card as Compact or Expanded.

    • Champs du projet

      • Move the toggles Icône Activer ON or Icône Désactiver OFF to show or hide Project information.

        Afficher/Masquer les champs

        • Project Number. The project's number.

        • Start/End Date. The project's start and end dates.

        • Start/End Times. The project's start and end times.

        • Estimated Average Rate. The estimated average rate, as set in your project's details.

        • Daily Rate. The daily cost. Calculated as the sum of all assignment costs for the day.

        • Daily Burn. The average cost of that day. Calculated as the daily cost divided by the total hours for that day.

        • Project Tags. Tags related to the project.

        • Resource Breakdown. How many assignments and requests are scheduled for that day.

    • Resource Fields

      • Move the toggles Icône Activer ON or Icône Désactiver OFF to show or hide Resource information.

        Afficher/Masquer les champs

        • Employee ID. The The resource's employee ID.

        • Job Title. The resource's job title.

        • Phone Number. The resource's phone number.

        • Tags. Any tags related to the resource.

        • Total Assignment Range. The start and end dates of the assignment.

        • Allocation Information. The resource's allocation for the assignment.

        • Rate Information. The resource's rate information.

        • Address. The resource's address.

        • Show Profile Picture. Whether or not to show the resource's profile picture.

Héritage

Configurer votre affichage par défaut

  1. Accédez à l’outil Planification des ressources au niveau de la compagnie.

  2. Cliquez sur l’icône Configurer les paramètres Icônes Paramètres Engrenage.

  3. Click View Preferences.

  4. Locate the 'Boards Page' section and update the following settings:

    • Resource Bench - Card Subtitles. Select to update what information displays under the person's name in the 'resource bench'. See What is the 'resource bench' in Resource Planning?

    • Project Boards - Card Subtitles. Select to update what information displays under the person's name for resource assignments, and under the job title for resource requests.

    • Show Requests per Viewing Day Only. Move the toggle to the ON position to only show resource requests for the day you are viewing on the Assignments Boards.

  5. Cliquez sur Enregistrer.

  6. Cliquez sur Affectations et sélectionnez Tableaux.

  7. Navigate to the Configure Icône Engrenage Pam icon on the Assignment Boards and update the following setting:

    • Multiple Column Layout. Mark the checkbox to show two columns of projects.

  8. Cliquez sur Appliquer.

Afficher les tableaux des affectations

  1. Accédez à l’outil Planification des ressources au niveau de la compagnie.

  2. Cliquez sur Affectations et sélectionnez Tableaux.

  3. Select the Group.
    Clipboard E1b95049a78faf6b27a84d4761a0c4f7e

  4. Sélectionnez votre date.

  5. Click Save.

View the Assignment Board for a Specific Project

  1. Accédez à l’outil Planification des ressources au niveau de la compagnie.

  2. Click Projects and select Project List.

  3. Click the project name.

  4. Click View Board.
    Note: Additional projects may show if the there are projects with similar names.