Allocating resources to a project

Before you assign resources to your project tasks, you can allocate those resources to your project. When you allocate resources, the allocation is for the entire duration of the project by default. You can change the allocation dates.
To allocate resources to a project:
  1. From the WBS tree, select a project. Open the Resource Assignment viewlet.
  2. Click the Query Resources icon to search for resources that are available to be allocated.
    • 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 about creating a query, see Searching for resources.
  3. From the search results, select one or more resources. The assigned resources are allocated to the project for the duration of the project.
  4. To modify the allocation dates for a resource, modify atleast two of the following fields:
    • Start date
    • Finish date
    • Duration
    When you enter information in atleast two of these fields, the third field is calculated and displayed when you save the information. 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.
  5. Click the down arrow and select the Role from the list. Only those roles that can be assigned to the selected WBS element will be available in the list.
  6. Click Assign and then, click Save.
Related concepts
Searching for resources and profiles
Related tasks
Creating a resource query
Related reference
Resource Assignment viewlet

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