Perform these steps to assign a resource to an assignment that has a role designated, but currently no resource. You can also perform these steps to designate a different resource for an assignment.
- Click Resources.
- On the Resources navigation bar, click Assignments.
- On the Assignments page:
- Click on one or more assignments. To select more than one assignment, use Ctrl+click.
- Click Row Actions and select Assign Resource to view the full list of resources, or click Assign Resource by Role to view the list of resources whose primary role is currently selected for the assignment.
- In the Select Resource dialog box, select a resource and click Assign.
- If you are assigning by resource and have roles of different types selected, the resource you select will be assigned regardless of the selected role for the assignment. The role for the assignment is not updated to reflect the role for the selected resource.
- If you are assigning a resource by role and have chosen assignments that have more than one type of role assigned, the Select Resource dialog box displays resources for all the role types assigned to the multiple assignments. When you select a resource and click Assign, the resource is assigned to the assignment with the selected role type.
Note: If more than one assignment with the same role type is selected, you are given the option to assign to the first assignment selected or all selected assignments with the same role type.
- Select a resource from another role type and click Assign to add a resource to the unassigned role.
- If the Assignment Settings dialog box appears, choose to use settings from the resource or assignment and click OK.
Tips
- The Assignment Preferences dialog box appears if either of the following Resource Assignments settings in My Preferences are set to Ask me to select each time I assign:
- When assigning a resource to an existing activity assignment.
- When a resource and role share an activity assignment.
If you select the Do not show option on the Assignment Preferences dialog box, the Resource Assignments settings in My Preferences are changed to the options that are set in the dialog box. The Assignment Preferences dialog box will appear again only if you reset one of the options above back to Ask me to select each time I assign.
- You cannot reassign a resource if the assignment has Actual Units, a project is opened exclusively, or if the project is checked out.
- When you select a resource, you can see the details for the resource, including primary role, contact information and location.