Resource assignment analysis - Project (form) [AX 2012]

Updated: April 2, 2014

Applies To: Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

This topic applies to the Resource assignment analysis - Project form in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for Microsoft Dynamics AX 2012 R2. For information about this form in AX 2012 R3, see Resource assignment analysis - Project (form) in AX 2012 R3.

Click Project management and accounting > Inquiries > Resource scheduling > Resource assignment analysis - Project.

Use this form to view and analyze a list of workers who are assigned to projects. You can display a summary view by project, or a detailed view by worker or subproject.

NoteNote

If you are using Microsoft Dynamics AX 2012 Feature Pack or Microsoft Dynamics AX 2012, this form is available only if the Project Management and Accounting Add-in is installed.

The following tables provide descriptions for the controls in this form.

After you select the criteria for which to view worker assignments, click Search.

Filter

Description

Start date

Select the start date of the project.

End date

Select the end date of the project.

Display

Select the type of information to display for the project. The following values are valid:

  • Blank – Display the information for the total project.

  • Employees – Display information about the project and the workers on the project, together with their assignments.

  • Subprojects – Display information about the project and any subprojects or tasks related to the project.

  • Activities – Display information about activities related to the project.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 is installed.

Button

Description

Employee

Open the Worker form, where you can view detailed information about the selected worker.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 is installed.

Project

Open the Projects form, where you can view information about the selected project.

Assignments

Open the Resource assignments form, where you can view the assigned workers for the selected project.

Project Manager Scheduling

Open the Assign resources form, where you can assign workers to a project.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 is installed.

Scheduling details

Open the Schedule resources form, where you can schedule workers for the selected project.

NoteNote

This control is available only if Microsoft Dynamics AX 2012 R2 is installed.

Field

Description

Project

The name of the project or identification number of the worker that meets the search criteria.

NoteNote

If an option is selected in the Display filter, the Project field name changes to Project/Employee, and the names of the workers assigned to the selected project are displayed.

NoteNote

This option is not available if Microsoft Dynamics AX 2012 R2 is installed.

Effort in hours

The estimated number of hours required to complete a project. This information is copied from the Projects form.

NoteNote

This control is available only if Microsoft Dynamics AX 2012 R2 is installed.

Hard-booked hours

The number of hours that workers are firmly scheduled to work on the project.

NoteNote

This control is available only if Microsoft Dynamics AX 2012 R2 is installed.

Soft-booked hours

The number of hours that workers are tentatively scheduled to work on the project.

NoteNote

This control is available only if Microsoft Dynamics AX 2012 R2 is installed.

Unscheduled hours

The number of hours that are not yet scheduled on the project. This value is the effort in hours after hard-booked and soft-booked hours are subtracted.

NoteNote

This control is available only if Microsoft Dynamics AX 2012 R2 is installed.

Capacity

The number of hours that the worker is available to work on the project.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 is installed.

Hard commitments

The number of hours that the worker is scheduled to work on the project.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 is installed.

Soft commitments

The number of hours that the worker is tentatively scheduled to work on the project.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 is installed.

Availability in percentage

The percentage of hours on a project that does not have workers scheduled.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 is installed.

Utilization % - hard

The percentage of total hours on a project that is assigned to firm commitments.

Utilization % - soft

The percentage of total hours on a project that is assigned to tentative commitments.

Total utilization %

The total percentage of effort on a project that is assigned.

Non-utilized %

The percentage of effort on a project that is not assigned.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 is installed.

Unscheduled hours %

The percentage of effort on a project that is not assigned to workers.

NoteNote

This control is available only if Microsoft Dynamics AX 2012 R2 is installed.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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