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On the Navigation bar or in the App Launcher, locate the “Roles” tab.
Click on the “New” button to create a new Role record.
Enter the details for the Role which include:
Role Name (Required)
Default Unit Cost
Default Time Unit for Costing
Existing Role records can be modified by clicking the “Edit” button to modify fields.
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Navigate to the Project record.
Select the relevant “Implementation Plan” record.
Click on the “Activity” that needs resource/workforce assignment to navigate to the Activity record’s detail page.
Click on the “Related List” tab.
In the “Assignments” related list, click on the “New” button to create a new assignment request.
For a new Assignment record, the Assignment ID and the Activity field will auto-populate. To save a record, specify the “Role” required to implement the selected Activity.
For the fields “Start Date” and “End Date’” default values will be pulled from the related Activity record. However, you can update these values:
For the “Start Date” field, the value is pulled from the “Activity Actual Start Date” field in the related Activity record.
For the “End Date” field, the value is pulled from the “Activity Actual End Date” field in the Activity record.
Optionally, you can also:
Add “Estimated Effort” as % of FTE (Full Time Effort) and “Actual Effort” as % of FTE (Full Time Effort) for the specified duration.
Set the “Status” of an Assignment by selecting one of the configured picklist values or by adding your own picklist values.
The fields “Estimated Cost” and “Actual Cost” are formula fields that will be calculated once the required values are available. The calculation is carried out on the basis of the “Start Date” and “End Date” of the Assignment as well as the “Unit Cost” and “Time Unit for Costing” of the Position and Estimated or Actual effort (whichever is applicable).
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System Admin Note: There are a number of flows that control the Date Assignment unit cost calculation automation for Assignment requestsPositions. Review the Set Default Values for Cost Fields in Workforce Planning section in the Technical Enablement space to see the details and learn more about how to modify these flows for your organization. |
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Navigate to the relevant “Assignment” record and populate the “Position” field with the filled Position.
Once a Position is related to an Assignment, the Status of the Assignment can be updated to “Assigned”.
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