Staff a Role Assignment

Unstaffed roles are roles assigned to activities without an associated resource. This is often done during the early stages of project planning when the job responsibilities for an activity are known but not the specific resource who will perform the work. When you are ready to assign specific resources to activity role assignments, you can staff the role with a resource who has been associated with that role.

When staffing a role with a resource assignment, you may be prompted to choose which Units/Time, Rate Source, and Price/Unit values you want to use on the assignment, or it may occur automatically depending on your preferences. To configure or change these preferences, see Configure the Assignment Settings Dialog Preference.

If a resource or role is assigned to an activity without existing assignments, and the activity has unit and cost values, the values in fields of the same type as the new assignment will be overwritten by the assignment's corresponding values. For example, assigning a nonlabor resource will overwrite the activity's nonlabor unit and cost values. Depending on its type, an assigned resource can overwrite labor, nonlabor, or material values. Assigned roles always overwrite labor values. If a resource staffs a role, the values that are overwritten will depend on the resource's type.

To staff role assignments:

Navigate to the Activities page
1. In the object selector, select a project or program.
2. In the sidebar, hover over  Schedule, and select Activities.
In the table, select the activity.
On the Layout menu, select  Activity Details, and then select the Resource Assignments detail window.
In the Resource Assignments detail window, select the  Context menu for a role, and then select Staff Role.
In the Staff Role dialog box, select a resource, and select Select.
If you are prompted to choose which Units/Time, Rate Source, or Price/Unit values to use on the assignment, make your selections from the options available, and then select Save.
Note: The selected options will use the corresponding resource or role values set at the project level.
All changes made to this page are saved automatically.

Tips

You can staff a role with a labor or nonlabor resource. Material resources cannot be associated with roles.
To delete an assignment, select the  Context menu in the Resource Assignments detail window, and then select Delete. If all labor or nonlabor assignments have been deleted from an activity, you will be prompted to retain or delete all unit and cost values of that assignment type. Select Yes to reset all activity labor or nonlabor unit and cost values to 0. Select No to retain the activity labor or nonlabor unit and cost values. After all material resources have been removed, all activity material costs will be reset to 0.
If an activity's type is Resource Dependent, the activity's dates are calculated using the calendars associated with each resource or role assignment. Role assignments staffed with a resource use the resource's calendar. If the activity is any other activity type, or if there are no resource or role assignments on the activity, its dates are calculated using its assigned calendar.
Resources are assigned to activities with several configured default options for calculating assignment costs. For more information on modifying these options, see Configure Assignment Calculation Options.

Next: Assign a Resource to an Activity