1. Implementation Reference
  2. Assign a Resource to an Organization

Assign a Resource to an Organization

Once you have identified a resource, you can assign the resource to organizations within the deploying company. This example explains how you can assign resources to organizations.

Scenario

You must assign a resource to an organization. A resource can belong to only one organization and can have only one role in an organization during a given period.

To assign a resource to an organization, perform the following tasks.

  1. Navigate to the View Resources UI page as follows: Navigator > Resource Directory > Tasks > View Resources.

  2. Search for a resource and select it.

  3. Click the Organizations tab. This displays the list of organizations to which the resource belongs.

  4. In the Actions drop-down list, click Create.

  5. In the Create Organization Membership pop-up, search and select the organization you want from the Organization drop-down list.

  6. In the Actions drop-down list, click Add Row and select the role the resource must play in the organization.

  7. Enter the From Date and To Date, and click OK.

  8. Click Save and Close.

You can also assign resources to organizations by searching for organizations and adding members to the organization. To assign resources to organizations by searching for organizations:

  1. Navigate to the View Organizations UI page as follows: Navigator > Resource Directory > Tasks > View Organizations.

  2. Search for an organization and select it.

  3. Click the organization's name to display its details.

  4. Click the Members tab to edit the list of members assigned to the organization.

  5. In the Actions drop-down list, click Create to assign a new resource to the organization.

  6. In the Add Resource Member window, select a resource from the Resource drop-down list.

  7. Click the Add Row button to add a role to the newly-added resource.

  8. Click the Role drop-down list and select the role the resource is required to play in the organization.

  9. Enter the From Date and To Date, and click OK.

  10. Click Save and Close.

Note:

  1. The date from which a resource is a member of an organization must be on or after the date which the resource was hired.

  2. You can't reassign the resource to the same organization, if a resource was already a member of the selected organization with an end date later than the current date. You also can't reassign the resource to the same organization, if the resource was removed from the organization before the end date.