Assigning roles to resources

Use the Resource Assignment viewlet to assign roles to resources assigned to different WBS elements.
To perform this task, you must have the required security permission. For more information about security permissions, see User security settings.
To assign resources to a WBS element:
  1. Open the Resource Assignment viewlet. From the WBS tree, select a project. Resources allocated to the project will appear in the upper project assignment pane.
    • If resources are not allocated to the project, click the Query icon to search for available resources. For more information, refer to Searching for resources.
  2. Select a WBS element created under the project.
  3. Select a resource from the upper pane.
  4. Select a From and To date from the project calendar
  5. Click the down arrow and select the Role from the list. Only those roles that can be assigned to the selected WBS element will be available in the list.
    Table 1 explains the roles that are available and can be assigned to resources assigned to WBS elements.
    Table 1. Roles applicable to resources assigned to WBS elements
    WBS elements Team Member Owner Participant Project Manager Project Assignment Associate Project Manager
    Project/Sub-Project Not applicable Yes Yes Yes Yes Yes
    Task Yes Yes Yes Not applicable Not applicable Not applicable
    Summary task Not applicable Yes Not applicable Not applicable Not applicable Not applicable
    Milestone Not applicable Yes Not applicable Not applicable Not applicable Not applicable
    Defect Not applicable Yes Not applicable Not applicable Not applicable Not applicable
    Issue Not applicable Yes Not applicable Not applicable Not applicable Not applicable
    Risk Not applicable Yes Not applicable Not applicable Not applicable Not applicable
    Change Request Not applicable Yes Not applicable Not applicable Not applicable Not applicable
  6. Based on the roles assigned to the WBS elements, the fields in the lower pane are made available. Enter information in the lower pane accordingly. Refer to Table 2 for more information.
    Table 2.
    Sl. No User/Name Role Start Date Duration End date Contour Value Cost rate Labor code Selling rate Revenue code
    Team member
    Owner X X X X X X
    Participant X X X X X X
    Project manager X X X X X X X
    Associate Project Manager X X X X X X X
  7. To modify the assignment dates, modify atleast two of the following fields and click Save:
    • Start date
    • Finish date
    • Duration
    When you enter information in atleast two of these fields, the third field is calculated and displayed when you click Save. For example, if you enter the start date and finish date, then the duration is calculated and displayed. If you enter the start date and the duration, then the finish date is calculated and displayed.
  8. Click Assign.
  9. Click Save.

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