Before you assign resources to your project tasks, you can allocate
those resources to your project. When you allocate resources, the allocation
is for the entire duration of the project by default. You can change the allocation
dates.
- To perform this task, you must have the required
security permission. For more information about security permissions, see User security settings.
To allocate resources to a project:
- From the WBS tree, select a project. Open the Resource Assignment
viewlet.
- Click the Query Resources icon
to search for resources that are available
to be allocated.- To run an existing search query, select the query from the list.
- To create a new search query, click New Query.
In the Query Editor, create your query, and click Run.
For more information about creating a query, see Searching for resources.
- From the search results, select one or more resources. The
assigned resources are allocated to the project for the duration of the project.
- To modify the allocation dates for a resource, modify atleast two
of the following fields:
- Start date
- Finish date
- Duration
When you enter information in atleast two of these fields, the third
field is calculated and displayed when you save the information. 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.
- 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.
- Click Assign and then, click Save.