Assigning profiles to a project

During project planning, resources might not be identified and allocated to a project. In this scenario, you can assign profiles to the project, and to project tasks, to complete the resource planning process. When assigned to a project, profiles can be used as placeholders for actual resources to plan and schedule a project.

To perform this task, you must have the required security permission. For more information about security permissions, see User security settings.

Before you can assign profiles, you must create them. For more information on creating profiles, see Creating a profile.

When you assign profiles, the assignment is for the duration of the project or project task by default. You can modify the profile assignment dates.

To assign a profile:
  1. Open the Resource Assignment viewlet.
  2. From the WBS tree, select the project or project task to assign a profile to.
  3. Search for available profiles by clicking the Query icon:
    • 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 on creating profile search queries, see Searching for profiles.
  4. In the search results, click a profile and then click Assign. You can also select multiple profiles. The selected profiles are assigned to the project or project task with the start and finish dates of the project or project task. You have the option to modify the assignment dates.
  5. Optional: To modify the profile 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.
When you are ready to commit to resources for these profiles, you can replace the profiles with the resources.

Feedback