Siebel Professional Services Automation Guide > Resource Management >

Assigning Resources to a Project

Once an individual's availability has been reviewed and it has been determined that the individual meets the needs of the project, the individual can be assigned to the project as a resource.

To assign a resource to a project

  1. Navigate to the Resource Requests screen.
  2. From the Show drop-down list, select the appropriate view.
  3. In the Resource Requests list, locate the request you are working on.
  4. Click the Potential Resources tab.
  5. In the Potential Resources list, select the individual you want to assign to the project, click the menu button and then click Add to Project Team.
  6. The individual now appears in the User ID field, the Last Name field, and the First Name field, as well as the Team Workbook in the associated project.

    NOTE:  End users can also directly assign a resource to a role by populating the User ID field in the Team Workbook or the Resource Requests screen.

 Siebel Professional Services Automation Guide 
 Published: 18 April 2003