Assign a Workspace Role for Demand Planning

Demand planning is the first step in the portfolio resource planning process. You must assign workspace-level roles to your portfolio's projects before you can enter demand units. You can only assign and specify demand for workspace-level roles.

To assign a workspace role for demand planning:

In the object selector, select a project.
In the sidebar, hover over  Resources, and select Resource Demand.
Select Assign.
In the Assign Roles dialog box, select one or more roles, and then select Assign.
Select Save.

Tips

You can add or delete role assignments directly from the Resource Demand page.

Next: Specify Role Demand for a Project