Overview


The Assignments Page provides a list view of all your current Assignments. On this page, you can view the assigned Resource, the Project Name, Start Date and many other details that are customizable based on your preference. Other actions that you can perform from this page include, but are not limited to, creating new Assignments and downloading the page. This article will show you how to do so.


Create an Assignment


From this page, you can manage Assignments by creating, editing or deleting them. To create a new Assignment, select the orange New icon in the upper left corner of the page. This will automatically populate the Create New Assignment modal where you will enter the desired details, then select Save or Save & Alert.


new


Edit or Delete Assignments


To edit or delete an existing Assignment, locate the Assignment from your list. Select the Gear icon located on the left side of the page next to each Assignment. This will automatically populate the Edit Assignment modal where you can make adjustments to the Assignment and select Save or Save & Alert. If you wish to delete the Assignment, you may select Delete or Delete & Alert.


delete


Customize Your Columns


The information that is displayed on the page is customizable by utilizing your Columns. You may add or remove any columns based on your preference by selecting the Columns icon located in the upper right corner of the page. A drop down list of all available options will appear. Simply checkmark the boxes for items you'd like to see on the page and uncheck items you would not like to see.


columns


Download the Page


The Assignments Page allows you to download what you are currently viewing on the page. First, make sure that your columns are arranged to your preference. Then, select the Download icon located in the upper right corner of the page. The Export Assignments Report modal will populate - here you will choose your document type, page orientation and size. Then, select Export.


export


Filter the Page


If you wish to locate Assignments that fit certain criteria, you are able to filter the page for more efficient viewing. Select the Filter icon located in the upper left corner of the page. Select Matches to search for Assignments that include the desired filter(s) and Doesn't Match to search for Assignments that exclude the desired filter(s). After selecting the desired filter(s), apply them by selecting the blue checkmark.


Thank you for reading this support article. Please refer to the support library for regularly updated support documents.