Assigning Resources to Unstaffed Activities
You can assign resources to activities that currently have no resources.
To assign resources to unstaffed activities:
- Click Projects.
- On the Projects navigation bar, click Team Usage.
- On the Team Usage page:
- Click Role.
- Expand a project and select a role.
- In the Role Activities for Project dialog box, select the Select option next to an assignment and click Assign Resource....
- In the Select Resource dialog box:
- Select an option on the View Resources By list.
- Select a resource.
- Click Select.
- In the Assignment Settings dialog box:
- Select whether to Use the Price per Unit from the resource or assignment.
- Select whether to Use the Units Per time and Overtime Factor from resource or assignment.
- Click OK.
- Click Close.
Tips
- The list of resources you can select from is determined by your resource access privileges and individual resource's current project association.
- To review allocation details before assigning, in the Select Resource dialog box, select a resource and click Show Usage.
- To save time, you can search for resources who meet specific requirements.
- You can also assign resources to activities from the Assignments detail window of the Activities page, the Open Requests for Resources portlet of a dashboard, or the Assignments page of the Resources section.
Related Topics
Exporting Team Usage Spreadsheets
Sending Email to a Project Manager
Role Activities for Project Dialog Box of the Analysis Page
Assigning Resources to Unstaffed Activities Using Open Requests for Resources Portlet
Last Published Wednesday, July 10, 2024