Overview

The Assignments view is a all-in-one area to view People, Allocations, Projects and plans for everything and everyone or just the saved view you need. You also have the same editing convenience of the shaper in Assignments View. 

Assignments View Editing Enhancements

What has changed?

In the People section of the Assignments View, we've added the ability to search out a Project and Offering in order to add an Employee to it.  Now, when in Edit Mode of the Employees section, we've added an "Add Project" button that you can see on a hover state.  Now, you can assign Employees to Project Offerings right from People section of the Assignments View.

What how does it work?

It's really simple, just:

1. Make sure you're in Edit Mode
2. Hover over the Employee you want to add to a Project
3. Click the "Add to Project" Button
4. Search for the correct Project and Offering you want to add them* to
5. Click on it to add them to that Offering

When you assign Employees in this way, they won't have a Project Role, so you'll still want to make sure to add them to a Role through the Projects section or the Project itself.

Edit other Assignments from the Shaper

What how does it work?

Editing an Employee's assignments in the Shaper is easy - you simply:

1. Click the arrow in the left-side total box to open their Drawer and view their Assignments
2. Toggle the new Edit Mode on
3. Click into the cells to make changes - just like you would with Assignments for the current Project!

We hope you enjoy this streamlined way of updating Allocations!

Shaper and Assignments View Alerts

What how does it work?

When viewing the Assignments View, you shouldn't notice any changes to the total roll-up row you see for each Employee.  Where you'll notice the difference is when you open an Employee's Drawer.

Individual Projects where the Employee's Allocations are at/under Capacity for just that Project (example: 40h of a 40h week allocated to one project) will no longer trigger coloring Alerts - even if their total Allocations are over Capacity in the roll-up.

However, Projects where the Allocations for that individual Allocations are over Capacity will still be highlighted (example: 44h of a 40h week allocated to one project).

Permissions: Cost/Margin Permission Updates

Permissions:

• Include Percent Margin - This will allow Users to see the % Margin on the Project
• Include Costs & Gross Profit - This will allow Users to see Project Costs (Projected and Actual) and Gross Profit in $

This way, you can set the Permission level appropriate to the role you want filled!

What how does it work?

What you'll see change can be broken down into three categories:

• Roles with BOTH Percentage Margin and Costs & Gross Profit - Nothing will change.  Admins, for example, should see no difference at all.
• Roles with ONLY Percentage Margin - Will see the % columns for Sold, Projected, Actuals and Remaining (P&L Page) and the Margin % column on the Product Details Overview Page.  Will NOT see Margin

However, roles that are given *just* the Include Percent Margin will see the Margin section in the Project P&L Page, but will see only the columns for Percentage for Sold, Projected, Actuals and Remaining.

Likewise, on the Project Details Page Overview, those Employees will see the Margin % column for each Offering and in the Financials Graph.  However, they will not see the Actual/Projected Cost Columns or the Margin in $ Column on the Offerings, or the Actual Costs or Margin in $ lines within the Financials Graph.

While we expect there won't be many scenarios where you want to enable Include Costs & Gross Profit permission, but *not* the Include Percentage Margin permission, this is theoretically possible with the reverse effect of what's described above.

With this new change, we hope you enjoy the expanded ability to customize permissions to what makes sense for your business!