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:
- 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.
- Select a WBS element created under the project.
- Select a resource from the upper pane.
- Select a From and To date
from the project calendar
- 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 elementsWBS 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 |
- 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 |
- 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.
- Click Assign.
- Click Save.