Assign a Resource or Role to an Activity from the Assignment List
When reviewing resource and role assignments, you may find that you need to make adjustments to existing assignments, or that you need to make new assignments for activities involved in a project or a program. You can assign a resource or role to an activity directly from the Assignment List for a project or a program.
To assign a resource or role to an activity from a project or program:
- In the object selector, select a project or program.
- In the sidebar, hover over Resources or Schedule, and select Assignment List.
- Select Assign.
- If assigning from a program, you must specify a project:
- From the Assign Activities panel, type a project name into the Project field.
- Select to open the Select Project dialog box and search or browse for the project in your program that needs to have a resource or role assignment made. Projects are sorted alphabetically by project ID.
- Choose a project, then select Select.
- From the Assign Activities panel, select Resource or Role.
- Select to open the Select Resource or Role dialog box and search or browse from the list of options.
- Choose a resource or role, then select Select.
- Search or browse for an activity in the list using one of the following options to help narrow the results:
- Sort activities by ID, Name, Start date, Finish date, or select Add for more column options.
- Select the activities that you are assigning to the resource or role.
Note: An activity that has already been assigned displays
beside the activity name. - Select Assign to assign the activities.
- Select Close in the Assign Activities panel.
Tips
- Ensure that your activities list in the Assign Activities panel is current with the latest activity data by selecting Refresh.
- You must have the Edit Activities privilege to assign resources or roles to activities in a project.
- You must make resource or role assignments from your own workspace.
- You can assign up to 500 activities at one time.
- To configure default behavior for new activity assignments, see Configure Activity Defaults for a Project in Primavera Cloud Help documentation.