Configuring Activity Resources
You can configure resource information for activities, including the Planned Units/Time, Proficiency, or Rate Type for a resource.
To configure activity resources:
- 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:
- Select a resource.
- Add or remove the columns you need to configure to the detail window.
- Select an option or enter a value for each field.
Tips
- You can also configure activity resources from the Open Requests for Resources portlet of the Dashboards page.
- 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.
Related Topics
Assigning Resources to an Activity
Assigning Resources to Multiple Activities
Assigning Locations to Resources
Adding Activity Resource Estimates
Specifying Resource Assignment Rates
Assigning Resource Curves to Resource or Role Assignments from the Activities Page
Assigning Resources to Unstaffed Activities
About the Recalculate Assignment Costs Feature
Configuring Resource Leveling Options and Priorities
About the Check Resource Overallocation Service
Showing or Hiding Columns in a Table
Last Published Thursday, February 1, 2024