Assigning a Role to a Resource

The set of roles you assign to a resource describes the resource's skill capabilities. These role assignments make it easy to assign resources to activities according to role. You can also assign roles to activities directly when you are unsure of the actual resources available to work on those activities. You can later replace the roles with the applicable resources.

To assign a role to a resource:

Click Resources.
On the Resources navigation bar, click Administration.
On the Administration page, click the Resources tab.
On the Resources tab:
1. Click the resource.
2. Click the Roles detail window.
In the Roles detail window, click Assign....
In the Assign Role dialog box:
1. Choose a role and click Select.
In the Roles detail window:
1. To change the proficiency level for that role, double-click the Proficiency field and select a level.
2. A resource can have many roles. The first role added is marked as the primary role. To change this, select the Primary Role field for the appropriate role.
Click Save.

Tips

Assign a resource to a role from the Roles tab to view all resources assigned to a particular role.

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