Forecast - People Assigner

The People Assigner is available for customers that prefer to manage assignment entries for multiple projects and multiple users on a single screen (possibly for multiple periods).  In addition to entering hours in the convenient matrix layout, this screen also has powerful editing capabilities which can be used to modify assignment details for one or many users or projects.  This screen is comprised of a Search and Assign tab and is available to users with Administrator and Resource Assigner roles.

Note that this screen can be used to plan:


This screen can be used to view existing assignment entries as well as add new entries.

Topics covered on this help page include:


You may also be interested in:

Search Tab

Using the various sections on the Search tab, the Resource Assigner can control who will be included and how the grid will be laid out.


After supplying the desired selection criteria, click on the Assign tab to display the resulting matrix screen.  


Save Criteria

Selection criteria for specific lists can be saved by clicking the  () link after criteria has been entered.  This criteria can be later recalled on this screen by selecting a previously saved criteria from the Saved List drop-down.  Individual saved criteria list can be managed via the Reports >> Saved screen in the  My Lists  section.

You will need to specify selection criteria in either the "Projects to Assign", "People to Assign" or both filters (in order to prevent someone from inadvertently creating a grid that included all people and all projects).

Field Descriptions (click on a link below for additional information)



Which users and projects appear in the resulting matrix (on the Assign tab)  depends on the selection criteria defined on this Search tab.  In an attempt to prevent a user from creating a matrix that included all users and all projects, you must provide selection criteria for either or both the Project / Person filters.

Specifying the following combination of Projects and People will yield the following results:


Assign Tab

The resulting matrix will resemble the following.  The cells in the grid will reflect the number of existing assignment hours for a particular time period (e.g. month).  Additionally, the Resource Assigner can quickly add or change hours via these cells.

When saved, these cell values will be translated into individual assignment entries having a date range from the beginning of the period to the end of the period (e.g. a monthly June 2019 entry will be saved as 6/1/19 --> 6/30/19).  These entries can be viewed and edited via the other assignment screens such as the People Assignment >> List .

Additional Assignment details for each cell can be manipulated via the grid by double clicking on a cell, a project/task name, a person's name, or the Project / Person label (to edit entries for the entire grid).  

See the Edit Plan Details section below for additional information about editing additional planned work details.

Field Descriptions (click on a link below for additional information)



Edit Assignment Details

The matrix allows for easy entry of hours values, but can also be used to update other assignment details.  The editing of these details can be accomplished for a:

Single Cell         (supply details for an individual cell in the grid)

Entire Row         (supply details for all displayed cells for a particular row)

Entire Column   (supply details for all displayed cells for a particular column)

All Cells              (supply details for all displayed cells in the grid)


When adding additional hours to empty matrix cells, the plan details supplied will be copied from the next populated matrix cell to the left of the current cell (unless explicitly overridden by one of the Edit Plan Details vehicles described above during the same edit session) .



Shifting Cell Contents Right and Left

This functionality provides for the ability to move the contents of a row of cells X number of cells to the right or left.  When moving a populated cell, the values in the cell, as well as any override values associated with the cell (applicable to People Plans & Assignments only), will be moved.  This feature may be helpful, for example, if you need to delay a project for one or several months and would like to shift existing entries without having to re-key them in.

The controls involved in this functionality include the leading check box on each row, the Shift Left and Shift Right buttons, as well as the Number of Periods entry field.  Note that you can check the check box at the very top of the grid which acts as a toggle to check / uncheck all available check boxes in the grid.  


To move cell contents:




Grayed Out Entries



Related Topics