Associate a Workspace Role with a Resource
The resources you associate with a role define the specific people or equipment available to perform the work represented by a role. A resource's association with a role makes it easy to assign roles to activities during early project planning and later staff the role with a specific resource. You can associate multiple resources with the same role to manage resources with different availability periods, price rates, and proficiency levels. The same resource can be associated with multiple roles if it performs multiple jobs.
Associated workspace-level resources and roles must be owned by the same workspace. You can only associate labor and nonlabor resources with roles.
To associate a workspace role with a resource:
- Navigate to the workspace role page
- In the object selector, select a workspace.
- In the sidebar, hover over Resources, and select Role List.
- In the table, select the role.
- Select the Resources detail window.
- Select Assign.
- In the Assign Resources dialog box, select one or more resources to associate with the role, and then select Assign.
- In the Proficiency list, select the resource's experience level with each associated role.
- All changes made to this page are saved automatically.
Tips
- The Owned By column indicates the workspace or project to which the role belongs. Most role information can only be edited in the workspace or project where it is owned.
Last Published Tuesday, May 21, 2024