Set up a resource query and assign project to the team members

In this tutorial, you will learn how you to set up, create, and run a resource query. You will also learn how to assign team members to a project and replace profiles with the resources.

60 minutes

Introduction

In the resource management phase, you will deal with acquiring, organizing, and managing project teams. The project team will consist of the team members who are entrusted with roles and responsibilities for executing the project. In this tutorial, you will use the resource query editor to create and run the query and share the query among the project managers who will be working in your project. Also, you will use the resource assignment viewlet to allocate team members to a project. After allocation to a project, the team members become available for assignment to project tasks.

Learning objectives

(Required section) Clearly state the learning objectives for the entire tutorial:In this tutorial you will:
  • Understand the concept of querying for team members
  • Learn how to use conditions and attributes within a query
  • Create and run a resource query
  • Share a resource query with team and team members
  • Allocate project to a team member
(Required section) This tutorial should take approximately 60 minutes to finish. If you explore other concepts related to this tutorial, it could take longer to complete.

Audience

  • Resource manager
  • Project manager
Before you begin, you must have the following installed:

Prerequisites

For your project, you must have:

  • Completed the human resource planning
  • Completed the resource requirement analysis
  • Defined the roles, responsibilities, and competencies for each team members

Expected results

Show me here

Module 1: Resource query

This tutorial will help you to create and run a resource query. After you have done with the human resource planning, in the project execution phase you need to start acquiring resources (team members). As a resource manager, when you create the project schedule, you must look for the team members and delegate assignments to them. You search for a team member to identify the requirement matches on the basis of attributes, for example, name, skill, or competency.

Lesson 1.1: Adding search conditions in a resource query

This lesson will help you to learn how to add search conditions, create, and save a query.

You must come up with the required number of team members who will be a part of the project and the skill set they should possess. Set your query in such a way that you should be able to get the best available team members from the resource pool.
  1. Open the resource query editor and click Create Query.
  2. Select User from the drop-down list.
  3. Specify search conditions about the team member for the query:
    Resource query
  4. In the Name field, type the query name and click Save.

Lesson 1.2: Running a resource query

In this lesson you will learn how run a resource query.

You will run the query that you created in lesson 1 and have the results display in the resource query editor. Saved queries are good to have because you can modify them to perform searches whose logic varies slightly.
  1. Open the resource query editor and select the query you have created in lesson 1.
  2. 2. Click Run. The resource query editor displays the results for the query.
    Running a resource query

Lesson 1.3: Sharing a query

In this lesson you will learn how to share a query within your team and team members.

After you are done using a query, you can remove a team or team member from the query.

The resource query that you create helps the other team members when you share the query. Resource managers create queries and share them with project managers. Project managers can run these queries to search for the available team members.

Based on the security settings, a project manager can only edit a query. <do we need to include this?>

  1. Open the resource query editor and select the same query that you used in lesson 2.
  2. Click on the Details tab.
    sharing a resource query
  3. To share the query with a team area, click Add Team Area, and select the team from Select Team Area window. The selected team can only view the shared query.
  4. To share the query with a team member, click Add User and perform any of the following steps:
    • In the Select Users window, type the name or a partial string and select the team member.
    • Click Show All, and select a team member from the list.
  5. Click Save.

Tutorial summary

This completes the resource management tutorial on team member search. You can now search for a team member and start assigning the team member to a project.