Using the Resource Assignment viewlet, you can roll up resource
data and identify allocated resources at a project level. The roll up of resource
data provides project managers with information about resources who can be
assigned to tasks at the project level.
To perform this task, you must have the required
security permission. For more information about security permissions, see User security settings.
To roll up resource data:
- Open the Resource Assignment viewlet. From
the WBS tree, select a project.
- Click the Query icon to search for resources that are available
to be allocated to the project:
- 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.
- Select one or more resources from the upper pane.
- Click the down arrow and select a Role from
the list.
- Click Assign. The resources
assigned to the project appear in the Resources Assigned pane.
- 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.
- Click Save.
- Select a task created under the project. The resource
data is rolled up and the details of the resources that are allocated to the
project and available to be assigned to the task are available at the task
level.