Assigning Resources to Unstaffed Activities Using Open Requests for Resources Portlet

You can assign resources to activities that have been assigned a role, but do not currently have resource assignments.

To assign resources to unstaffed activities:

1. On the Navigation Menu, expand Dashboard.
2. On the Dashboards page, select a dashboard.
3. On the dashboard, expand the Open Requests for Resources portlet.

   Note:

   If the portlet is not displayed, click Customize. On the Customize page, click the Content tab and select the Open Requests for Resources portlet under the Resources section. Click Save and Close.

4. In the Open Requests for Resources portlet, click a role name or project name, depending on your customization options.
5. On the Resource Staffing page:
   1. Select the Unstaffed display option.
   2. Select the Select option for each unstaffed activity to which you want to assign the same resource.
   3. Click Assign Resource.
6. In the Assign Resources dialog box:
   1. Select a resource.
   2. Optionally click to view the usage of the selected resource.
   3. Click Select.
   4. Choose whether settings from the resource or assignment are used and click OK.
7. Click Dashboards to return to the Open Requests for Resources portlet.

Tip:

• The list of resources you can select from is determined by your resource access privileges and the current project association of the individual resources.
• To review allocation details before assigning, in the Assign Resource dialog box, select a resource and click Show Usage .
• You can also assign resources to activities from the Assignments detail window of the Activities page.