Assigning Resources to Unstaffed Activities

Use this procedure to assign resources to activities to fulfill staffing requests. Resources include the personnel and equipment that perform work on activities across all projects. Resources are generally reused between activities and/or projects.

1. On the Navigation Menu, expand Resources and click Analysis.
2. On the Analysis page, click the Role button.
3. In the Role view:
   1. Click the Group By list and select Role Hierarchy, and then select a role.
   2. Expand the role in the spreadsheet area and click the name of a project that has unstaffed units.
4. In the Role activities for Project dialog box, select the check box next to each unstaffed activity you want to staff with the same resource and click Assign Resource....
5. In the Assign Resource dialog box, select a resource.

   To review resource allocation before assigning a resource, click Show Usage . If you want to assign the selected resource to the activity, click Select.

6. In the Assignment Settings dialog box, choose which Price per Unit, Units Per Time, and Overtime Factor to use and click OK.
7. Click Close.

Tip:

• Resource usage is are based on published data. The project must be republished before changes made to assignments within a project are reflected.
• You can also configure dashboard content to display the Open Requests for Resources portlet, which enables you to view staffing requests.
• The list of resources you can select from is determined by your resource security privileges and the current project association of individual resources.