Assigning Resources to Activities

Perform these steps to assign one or more resources to an activity.

To assign resources to an activity:

Click Projects.
On the Projects navigation bar, click Activities.
On the Activities page, select the activity to which you want to assign one or more resources and click the Assignments detail window.
In the Assignments detail window, click Assign... and select Resource.
In the Assign Resource dialog box:
1. Select the resources to assign and click Assign.

Tips

When assigning resources to activities, the list of available resources includes only the resources that belong to your access node, based on resource access, and resources who are currently assigned to the project.
When you assign a resource to an activity that does not have any resource assignments, the resource is identified as the primary resource. If you subsequently assign more resources to the same activity, you can change the primary resource assignment for the activity by selecting the Primary Resource option for one of the resources in the Assignments detail window. If the Primary Resource option is not displayed in the Assignments detail window, click Customize View, expand General and click Primary Resource.
You can filter resources by open projects. Filtering resources by open projects shows only the resources currently assigned to the project that is currently open.