Data Management Capabilities > Managing Plans > Execution of Plans > Track Work > Track Resource Assignment Work
  
Track Resource Assignment Work
As you track work for a resource assignment task, you are simultaneously tracking the work completed for the associated plan activity. For more information, see Track Work.
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If necessary, project managers can track assignment work on behalf of resources. From the Tasks table, select Track Work from the right-click actions menu of a resource assignment.
To complete an assignment without manually entering attributes, select Complete from the right-click actions menu of the assignment in the Tasks table.
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When tracking work by Resource Assignment, you may want to disable or hide certain attributes on the UI because these attributes might alter the Plan attributes which in turn could affect other fields in this workflow. These attributes are Remaining Work, Work, Estimated Finish, and Actual Finish attributes in Track Work, Track New Work, and Track Work for Selected Assignments windows, and Units, Work, and Estimated Finish attributes in Edit Assignment window. Set the property com.ptc.projectmanagement.plan.disablePlanAttributesForResourceAssignment to true in wt.properties and propagate it using the Xconf Utility in Windchill.
1. To track work for a resource assignment task, do one of the following:
◦ From the Schedule table:
▪ Click the track work icon that appears next to activities to which you have been assigned as a resource.
▪ Select the checkboxes next to multiple activities to which you have been assigned as a resource and then select Actions > Edit Multiple Assignments.
◦ From the Tasks or My Tasks table, select Track Work from the right-click actions menu of a resource assignment. Resource assignments can be distinguished by the resource assignment object type indicator .
◦ From the information page of a resource assignment, select Actions > Track Work.
◦ Navigate to the information page of an activity. Use the Resources table located under the Related Objects tab to view information about your assignment and track work.
2. From the Track Work or Track Work for Selected Assignments window, complete the following fields:
Actual Work
% Work Complete
To track how much work you have completed:
• Enter the number of hours you have spent on the activity into the Actual Work field.
or
• Enter a percentage into the % Work Complete field.
When you enter a value into one field, the other is automatically calculated.
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Entering a value greater than 0 into either field sets the Actual Start date for the activity.
If you enter 100 into the % Work Complete filed, you complete the activity and set the Actual Finish date.
Remaining Work
Work
To change how much work is necessary for the assignment:
• Remaining Work—The number of work hours you still need to complete.
or
• Work—The number of work hours required to complete the assignment.
When you enter a value into one field, the other is automatically calculated.
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Do not use the Remaining Work or Work fields to track your work progress. You should only set these attributes if the number of overall work hours for the assignment have changed.
When you manually modify the values in these fields, the Work attribute for the associated activity is recalculated, potentially affecting other activities in the plan schedule.
Estimated Finish
Indicates the date and time when the associated activity is scheduled to be completed.
You can manually change this date to indicate that your work cannot be completed by the estimated finish date. If you set a date later than the estimated finish date for the activity, the activity duration is recalculated to adjust.
Actual Finish
Set this field to complete the activity. Otherwise, this date is automatically set when the % Work Complete value is set to 100.
Status
Status Description
Select one of the following:
• Green—Indicates that there are no risks or obstacles; ready to proceed.
• Yellow—Indicates caution; check before proceeding.
• Red—Indicates an alert of high risk; do not proceed.
Optionally, enter a brief explanation for the status setting in the Status Description field.
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This field does not appear if the activity type is configured for automatic calculation. For more information, see Project Status.
Risk
Risk Description
Identifies the probability that the work might not be completed by the due date.
Optionally, enter a brief explanation for the risk setting in the Risk Description field.
3. If you are tracking work for a deliverable activity, the Deliverables step appears. For more information about deliverable activities, see Deliverable Activities.
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This step is only available when you are tracking work for a deliverable activity and tracking a single resource assignment. It is not supported for multi-user assignments.
Use the following actions to add or remove subject objects:
Open the Find Subject Objects For Activity window. From here, you can search for eligible object types.
Only eligible objects appear in the Search Results table. Whether an object is eligible depends on the tracking policy you selected and the context of the plan activity:
• Project activities—The subject object must be located within the same project context. This can include objects that are shared to the project from a PDM context.
• Program activities—The subject object must be located within the same program context.
• Product activities—The subject object can be located in any PLM context (for example, a product, library, or quality context). You cannot include objects located in projects or programs.
Remove selected objects.
Paste one or more objects from the clipboard. If you have ineligible objects included in your clipboard, only the eligible objects are added. An error message appears to alert you that ineligible objects have been rejected.
Completing an assignment updates the Actual Work value to match the number of hours scheduled for the assignment. To preserve the number of hours tracked for an assignment once it is completed, set the Project Planning > Keep Actual Work preference to Yes in the Preference Management utility.
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Once an activity has been completed, you cannot add or remove subject objects.