When Resource Assignments are created in the Operations application, the Assignment must have a status. The setup of Assignment status codes is described in the procedure below. Assignment statuses will be unique to each user company thought and planning for flow of statuses is important.

NOTE: Additionally reports can be generated based on assignement status.

The setup of Assignment Status Codes here will allow the Resource Assignment status to be updated in the Operations Application.

Create an Assignment Status

1. From the Home menu, select Home > System > Code Setup.

   1. Click the Home menu to expand it:

      

   2. Click the System menu option to expand it:

      

   3. Click Code Setup to go to the Code Setup menu:

      

2. From the Code Setup menu, select Resourcing > Assignment Status.

   1. Click the Code Setup menu to expand it:

      

   2. Click Resourcing to expand the Resourcing menu:

      

   3. Click Assignment Status to open the Assignment Status screen:

      

3. On the Assignment Status screen, if the Assignment Status required is not already in the list, click Insert.

   

4. On the blank Assignment Status screen, enter a Code and Description.

   

5. Review the completed screen.
6. Click Save to keep the changes.

   

7. Click Exit to discard any changes.

   

Code

A code for the Assignment Status. The status code must be 2 characters.

Description

A descriptive field to describe the Assignment Status. This field will allow up to 30 characters.