Assigning Resources to an Activity

Perform these steps to assign one or more resources to an activity.

To assign resources to an activity:

1. On the Navigation Menu, expand Projects and click Activities.
2. On the Activities page, select an activity and click the Assignments detail window.
   1. In the Assignments detail window, click Assign... and select Resource.
   2. In the Select a Resource dialog box:
      • Select one or more resources.

        Note:

        Click Show Usage to show the usage spreadsheet and histogram for the selected resource and optionally change the Start and Finish fields to customize the visible portion of the usage chart. The usage spreadsheet and histogram show the first resource you selected if you select multiple resources.

      • Click Assign.
   3. Confirm whether you want to send an email notification to the affected resources.

Tip:

• When you assign a resource to an activity that does not have any resource assignments, the resource is identified as the primary resource. If you subsequently assign more resources to the same activity, you can change the primary resource assignment for the activity by selecting the Primary Resource option for one of the resources in the Assignments detail window. If the Primary Resource option is not displayed in the Assignments detail window, click Customize View to add the column to the window.
• When you assign a resource to an activity, if that resource has a primary role, the assignment includes the resource's primary role.
• 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.