Matrix

The Matrix view shows the assignment of the team resources to the projects. Here, you can make a rough planning by assigning resources to projects before going into detail in the Plan view.

MatrixAssignments

MatrixCheckmarkRed Red background: assignment with commitment values in the team plan
MatrixCheckmarkBlack Black background: assignment without commitment values in the team plan

 

Assignments can be established by selecting the appropriate checkbox(es). Removing the checkmarks deletes the assignments.  


When you delete an assignment marked in red, the commitment values of the respective project in the team plan will also be deleted. Therefore, a confirmation / warning prompt is displayed: You are removing an assignment with time-phased data or custom field values! Would you like to continue?
When you delete an assignment marked in black, there is no confirmation / warning prompt.

Request and commitment values saved in CoRePlanner will be reloaded when you click the Projects button in the Import group of the menu bar.