An assignment is a work position on a project that has been associated with a specific person resource for a designated period of time.
Project assignments are typically created when you fill an open project requirement with a person resource. You can also create project assignments directly, by directly identifying both the team role and the person resource who will fill that role.
Note: If you use Oracle Project Management, you can have the system automatically generate assignments by matching planning resources with open requirements or vice-versa. For more information, see Integrating Work Planning with the Project Team.
The assignment life cycle begins when an assignment is directly created on a project or when a resource is assigned to fill an open requirement. An assignment can have various statuses as required such as provisional, confirmed, and canceled.
Provisional: A resource is identified for an open requirement but not yet confirmed
Confirmed: A resource is confirmed for this assignment
Cancelled: The assignment no longer exists
Each system status can have multiple user statuses such as Open, Under Review, Sent to Vendor.
An assignment starts with a system status of Provisional. When the assignment is approved, the system changes the system status to Confirmed. Confirmed assignments appear on the schedules of the assigned resource and the project. This assignment to the resource reduces the availability of the resource.
Note: If you use Oracle Project Resources Management, you can take advantage of an approval workflow process for assignments. When the assignment is approved, the system can change the system status to Confirmed based on your approval workflow setup. For more information, see Assignment Approval.
When you select the team role for the assignment, default values are provided for the assignment name and job levels. Values for the assignment location and calendar are retrieved from the associated project. You can change any of these defaults as necessary.
After you have entered all the desired values, the assignment is ready for approval.
The work pattern for the assignment is determined by the calendar type you choose. You can choose one of the following calendar types for the assignment:
Project Calendar: the default calendar associated with the project.
Resource Calendar: the calendar of the assigned resource. The percentage value indicates the percentage of the resource's time allocated for the assignment.
Other Calendar:
After you click Save, the assignments for the selected resources will appear under the Added Assignments section. You can continue to create additional assignments prior to sending them through the approval process.
When you have finished entering assignments, click Continue and Submit to navigate to the Submit for Approval page. For more information on the approval process, refer to Approval Process for Updates to Assignments.