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

Updated: July 25, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

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

–or–

In Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2: Click Project management and accounting > Common > Projects > All projects. Select or open a project. On the Action Pane, on the Control tab, in the Utilization group, click Resource utilization, and then click Resource assignment analysis - worker.

Use this form to view and analyze a list of worker assignments and availability for assignment to projects.

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 date range for which you want to review worker assignment details.

End date

Select the end date of the date range for which you want to review worker assignment details.

Worker

Select a worker for whom to view scheduled and available hours.

NoteNote
NoteNote

This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Resource manager

Select the resource manager for the workers whose assignments you want to view.

NoteNote

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

Display periods

Select this check box to display the current assignments for the worker.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Button

Description

Employee

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

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Assignments

Open the Resource assignments form, where you can view the hours, dates, and projects scheduled for the selected worker.

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.

Resource Manager scheduling

Open the Schedule resources form, where you can assign projects to a worker.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Field

Description

Employee

The identifier for the worker who is assigned to the project.

NoteNote

If the Display periods check box is selected, the Employee field name changes to Employee/period, and the worker’s assignment and name appear.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Hard-booked hours

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

NoteNote

This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Soft-booked hours

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

NoteNote

This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Capacity

The total number of hours that the worker is available to work on projects during the date range that you selected in the search criteria.

Unscheduled hours

The number of hours that are not yet scheduled for the worker in the specified date range. 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 or AX 2012 R3 is installed.

Hard commitments

The number of hours that the worker is firmly committed to the project.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Soft commitments

The number of hours that the worker is tentatively committed to the project.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Availability in percentage

The availability of the worker to be assigned to the project, shown as a percentage.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Unscheduled hours

The number of hours available in the worker’s calendar during the specified time range.

Utilization % - hard

The percentage of the worker’s time that is firmly assigned to projects.

Utilization % - soft

The percentage of the worker’s time that is tentatively assigned to projects.

Total utilization %

The total percentage of a worker’s time that is assigned to projects.

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 or AX 2012 R3 is installed.

Non-utilized %

The percentage of a worker’s time that is not assigned to projects.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.


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

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