Resource assignment form

reference brazil Updated Sep 10, 2026 1 min read create-resource-assignment-form-dw.md
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The resource assignment form enables you to create a resource assignment record for a demand.

Field

Description

Assignment type

Type of the resource assignment, either User or Group.

Resource

Resource assigned to work on the demand.Note: This field is not available when the Assignment type value is Group.

Group

Group assigned to work on the demand.If a resource is selected, the primary group of the resource is populated by default.

Role

Primary role of the resource.If a resource is selected, the primary role of the resource is populated by default.

This field is disabled for Group assignment.

Skill

Primary skill of the resource, such as Networking or UX design. The values listed in this field are dependent on the Group and Role fields.

Effort type

Type of effort requested from a resource.The available values are:

  • Hours
  • FTE

Note: The value of a FTE (full time employee) unit is eight hours.

  • Person days

Effort

Count of the required effort in terms of hours, FTEs, or person days.

Name

Custom name of the resource assignment.

Task

Demand associated with the resource assignment. This field is auto-populated.

Start date

Start date of the resource to work on the demand. This field is populated with the planned start date of the demand by default.

End date

End date of the resource to work on the demand. This field is populated with the planned end date of the demand by default.

Resource status

Status of the resource assignment.The available values are:

  • Pending
  • Approved
  • Unapproved
  • Unassigned

Rate override

Option that indicates whether to override the resource rate to match the organization requirements.

Ready for review

Indicates whether the resource assignment request is finalized and ready for the resource manager's review for allocation. The available values are Yes and No.

Notes

Information about the resource assignment.

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