Assign Resource or Assign Role Dialog Box

Overview

Use the Assign Resource or Assign Role dialog box to find and assign an appropriate resource or role.

Screen Elements

View Resources By list

Determines which resources to show in the resource list in the Select a Resource dialog box.

Active Resources: Shows all active resources.

All Resources: Shows both active and inactive resources, in the resource hierarchy.

Opened Projects: Shows all resources assigned to the projects you have open. This option will show all assigned resources, regardless of your resource access.

Primary Role: Shows all active resources, grouped by primary role.

Resource Code: Shows all active resources, grouped by resource code.

Resource Team: Shows all active resources, grouped by resource team.

View Roles By list

Determines which roles to show in the role list in the Select a Role dialog box.

Role Hierarchy: Shows all roles in the role hierarchy.

RoleTeam: Shows all roles, grouped by role team.

Role Code: Shows all roles, grouped by role codes.

Search field

Activates the search based on your search criteria.

If you are searching for a resource, select a resource field to search.

Show Units/Costs option

Determines whether to display the resource or role usage as units or costs.

This option applies only when showing resource or role usage.

Show Usage For list

Determines which data to show in the usage chart.

All Projects: Shows published usage data from all projects.

Project: Shows published usage data from the project to which the selected activity belongs.

Chart timeframe list

Determines the timeframe used for the usage chart.

Custom Dates: Shows resource or role usage between the start and finish date you specify.

Activity Dates: Shows resource or role usage for the duration of the selected activity.

Project Data Date: Shows resource or role usage for 15 time periods beginning at the data date of the project (if only one project is open) or from the earliest project data date of the activities selected in the main grid. The duration of the chart is determined by the timescale of the chart.

Start field

Enables you to set a start date for the spread chart. This setting is saved per view.

Finish field

Enables you to set a finish date for the spread chart. This setting is saved per view.

Resource or Role List

Display the Resources or Roles which match your search criteria.

Show Usage / Hide Usage button

Shows or hides the resource or role usage.

Note: An application level setting determines whether cost spreads account for changes in resource and role rates over time.

Assign button

Assigns the selected resource.

Tips

An exclamation point against a resource icon signifies that the resource is overallocated at some point in the past three months or in the next year. The overallocated assignment will have a Start date between today and three months from today, a Finish date between today and a year from today, or both.
When you show resource usage, the Start and Finish dates you select determine whether a resource will show as overallocated in the list according to live database data. The resource usage chart is populated from published data. If a resource is marked with an exclamation point but the usage chart does not show overallocation, republish resource spreads.

Getting Here

Click Projects.
On the Projects navigation bar, click Activities.
Select an activity and click the Assignments detail window.
Select the Assign menu and select Resource or Role.

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