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Lesson 4: Allocating resources to a project

In this lesson, you to learn how to effectively use the resource assignment viewlet to allocate the resources to a project. You will allocate resources to a project from the list of resources that are available in your organization.

To allocate a resource to a project, the resource manager has to create a record for the resource 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 resources to a project:

  1. From the WBS tree, select a project. Open the Resource Assignment viewlet.
  2. Click the Query icon to search for the available resources:
    • 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.
  3. From the search results, select the resource, and then click Assign. Using the control button, you can also select multiple resources.
  4. Click Save.
You will notice that the selected resources are allocated to the project for the duration (start and end dates) of the project.

Lesson checkpoint

In this lesson, you have learned the following concepts:
  • Resource allocation
  • Allocate resources to a project

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