Ver los tableros de asignaciones

Contexto

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.

Aspectos para tener en cuenta

Pasos

  • En versión Beta

  • Legado

    • Configure su vista predeterminada

    • Ver los tableros de asignación

    • View the Assignment Board for a Specific Project

En versión Beta

  1. Vaya a la herramienta Planificación de recursos a nivel compañía.

  2. Click Assignments and select Boards (Beta).

  3. Click the configure Menú de filtro de tabla de cuadrícula Ag de icono icon.

    • Schedule Changes

      • Select how to set the dates for an assignment.

        Mostrar/ocultar campos

        • 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.

    • Campos del proyecto

      • Move the toggles Icono Alternar Activado ON or Icono Desactivar OFF to show or hide Project information.

        Mostrar/ocultar campos

        • 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 Icono Alternar Activado ON or Icono Desactivar OFF to show or hide Resource information.

        Mostrar/ocultar campos

        • 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.

Legado

Configure su vista predeterminada

  1. Vaya a la herramienta Planificación de recursos a nivel compañía.

  2. Haga clic en el icono Configurar ajustes Iconos, Ajustes, Engranaje.

  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. Haga clic en Guardar.

  6. Haga clic en Asignaciones y seleccione Tableros.

  7. Navigate to the Configure Icono Engranaje Wfp icon on the Assignment Boards and update the following setting:

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

  8. Haga clic en Aplicar.

Ver los tableros de asignaciones

  1. Vaya a la herramienta Planificación de recursos a nivel compañía.

  2. Haga clic en Asignaciones y seleccione Tableros.

  3. Select the Group.
    Clipboard E1b95049a78faf6b27a84d4761a0c4f7e

  4. Selecciona tu fecha.

  5. Click Save.

View the Assignment Board for a Specific Project

  1. Vaya a la herramienta Planificación de recursos a nivel compañía.

  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.

Ver también