In this lesson, you to learn how to effectively use the resource
assignment viewlet to allocate the team members to a project. You will allocate
team members to a project from the list of resources that are available in
your organization.
To allocate a team member to a project, the resource manager has
to create a record for the team member and store the record in the application
database. Then the resource manager must create resource queries in the query
editor, and share the saved queries.
Ensure that resources are stored
in the application database.
To allocate team members to a project:
- From the WBS tree, select a project. Open the Resource Assignment
viewlet.
- Click the Query icon to search for the available team members:
- You will run the query you have created in lesson 1, select the Java
developer with three years experience query from the list.
- Also, you can create a new search query from here. Click New
Query. In the Query Editor, create your query, and click Run.
- From the search results, select the team member, and then click Assign. Using the control button, you can also select multiple team members.
- Click Save.
You will notice that the selected team members are allocated to the
project for the duration (start and end dates) of the project.