Configuring Activity Resources

You can configure resource information for activities, including the Planned Units/Time, Proficiency, or Rate Type for a resource.

To configure activity resources:

  1. On the  Navigation Menu, expand  Projects and click Activities.
  2. On the Activities page, select an activity and click the Assignments detail window.
  3. In the Assignments detail window:
    1. Select a resource.
    2. Add or remove the columns you need to configure to the detail window.
    3. Select an option or enter a value for each field.

Tip

  • You can also configure activity resources from the Open Requests forResources portlet of the Dashboards page.
  • When you create, delete, or modify a resource assignment, your changes are automatically saved when you select another activity. You will not be able to undo the changes after selecting a different activity.

Related Topics

About Resource Assignments

Assigning Resources to an Activity

Specifying Resource Assignment Rates

Adding Activity Resource Estimates

Showing or Hiding Columns in a Table


Last Published Wednesday, April 1, 2026