Assign a Workspace Resource to a Project
Resources that are created in a workspace are available to be assigned to all projects within the workspace. Even though workspace-level resources can be assigned directly to project activities, assigning them first to the project level enables you to define different availability and rates for each project they are assigned to. A workspace resource assigned to activities in multiple projects can be tracked in each project against their project availability and tracked at the workspace level against their workspace availability. Making workspace resources available at the project level may also be useful for users who do not have the privileges to view workspace resources and assign them to activities directly.
When assigning workspace resources to a project, you can only view resources from the parent workspace. To assign resources from a higher-level workspace, they must be assigned down the workspace hierarchy one level at a time. See Assign a Parent Workspace Resource to a Workspace for more information. Assigning workspace resources will also include their associated roles.
Most resource details can only be edited in the workspace or project where it is owned. You can modify separate availability and rate settings in each workspace or project where the resource is assigned.
To assign a workspace resource to a project:
- Navigate to the project resources page
- In the object selector, select a project.
- In the sidebar, hover over Resources, and select Resource List.
- Select Assign.
- In the Assign Resources dialog box, select one or more resources from the parent workspace to assign to the current project.
Note: If resources are configured hierarchically, when a resource with subordinate resources is selected, all resources below are selected. Expand the resource name to view the additional resources.
- Select Assign.
- All changes made to this page are saved automatically.
Tips
- If you assign a workspace resource directly to an activity, the resource and any associated roles will be automatically made available at the project level with their workspace availability and rate values, which can then be modified for the project.
- The Owned By column indicates the workspace or project to which the resource belongs. Most resource information can only be edited in the workspace or project where it is owned.
Last Published Tuesday, May 21, 2024