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
Assigning Resources to an Activity
Assigning Resources to Multiple Activities
Configuring Activity Resources
Assigning Locations to Resources
Adding Activity Resource Estimates
Specifying Resource Assignment Rates
Assigning Resource Curves to Resource or Role Assignments from the Activities Page
About the Recalculate Assignment Costs Feature
Configuring Resource Leveling Options and Priorities
About the Check Resource Overallocation Service
Last Published Tuesday, March 26, 2024