Perform these steps to assign one or more resources to an activity.
To assign resources to an activity:
- Click Projects.
- On the Projects navigation bar, click Activities.
- On the Activities page, select an activity and click the Assignments detail window.
- In the Assignments detail window, click Assign... and select Resource.
- In the Select a Resource dialog box:
- Select one or more resources.
Note: Click Show Usageto show the usage spreadsheet and histogram for the selected resource and optionally change the Start and Finish fields to customize the visible portion of the usage chart. The usage spreadsheet and histogram show the first resource you selected if you select multiple resources.
- Click Assign.
- Select one or more resources.
- Confirm whether you want to send an email notification to the affected resources.
Tips
- When assigning resources to activities, the list of available resources includes only the resources that belong to your access node, based on resource access, and resources who are currently assigned to the project.
- When you assign a resource to an activity that does not have any resource assignments, the resource is identified as the primary resource. If you subsequently assign more resources to the same activity, you can change the primary resource assignment for the activity by selecting the Primary Resource option for one of the resources in the Assignments detail window. If the Primary Resource option is not displayed in the Assignments detail window, click Customize View to add the column to the window.
- When you create, delete, or modify a resource assignment, your changes are automatically saved when you select another activity. You will not be able to undo the changes after selecting a different activity.