Assigning a Role to a Resource

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 those activities. You can later replace the roles with the applicable resources.

To assign a role to a resource:

On the Navigation Menu, expand Resources and click Administration.
On the Resources page, click Resources.
On the Resources tab:
1. Click the resource.
2. Click the Roles detail window.
In the Roles detail window, click Assign....
In the Assign Role dialog box:
1. Select the roles you want to assign to the resource and click Select.
  You can use Ctrl+click or Shift+click to select multiple roles.
In the Roles detail window:
1. To change the proficiency level for that role, double-click the Proficiency field and select a level.
2. A resource can have many roles but only one primary role. The first role added is marked as the primary role. To change this, select the Primary Role field for the appropriate role.
Click Save.

Tip

Assign a resource to a role from the Roles tab to view all resources assigned to a particular role.

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