Assigning a Resource to a Role

The set of roles you assign to a resource describes the resource's skill capabilities. These role assignments make it easy to assign resources to activities according to role. You can also assign roles to activities directly when you are unsure of the actual resources available to work on the activities. You can later replace the roles with the applicable resources.

To assign a role to a resource from the Roles tab:

On the Navigation Menu, expand Resources and click Administration.
On the Resources page, click Roles.
On the Roles tab:
1. Click the name of the role.
2. Click the Resources detail window.
In the Resources detail window, click Assign....
1. In the Select Resource dialog box, select the resource you want to assign to the role, and click Select.
  You can use Ctrl+click or Shift+click to select multiple resources.
In the Resources detail window:
1. To change the proficiency level for that resource, double-click the Proficiency field and select a level.
2. If this is the primary role for the resource, select the Primary Role option for the resource.
Click Save .

Tip

You can assign more than one resource to a role.
You can also assign a role to a resource from the Resources tab. Use this method if you want to view all roles assigned to a single resource.

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