Assigning Resources to Unstaffed Activities

Use this procedure to assign resources to activities to fulfill staffing requests. Resources include the personnel and equipment that perform work on activities across all projects. Resources are generally reused between activities and/or projects.

Click Resources.
On the Resources navigation bar, click Analysis.
On the Analysis page, click the Role tab.
On the Role tab:
1. Click the Group By list and select Role Hierarchy, and then select a role.
  Note: If costs, rather than units, are displayed, select Units in the Display list.
2. Click the name of the project that has unstaffed units to display the project's unstaffed activities.
On the Role activities for Project dialog box, select the check box next to each unstaffed activity you want to staff with the same resource and click Assign Resource.... Activities that have specific resource requirements associated with them display Yes in the Search Criteria column.
In the Assign Resource dialog box, select a resource. To review resource allocation before assigning a resource, click Show Usage. This displays the selected resource's assignments based on summarized data. If you want to assign the selected resource to the activity, click Select.
Close the Role activities for Project dialog box.

Tips

Resource usage data is based on summary data. Any changes made to assignments within a project will not be reflected until the project is summarized.
A Global preference setting lets you choose to automatically summarize the project after assigning resources, so that summary data always reflects current resource usage. To choose this option, click the Administer menu and select My Preferences, then click the Global tab if not already displayed. In the Resources section, select Automatically summarize project after assigning resources. Click Save.
The list of resources you can select from is determined by your resource security privileges and individual resource's current project association.

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