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 resources.
For your project, you must complete the following tasks:
In this module, you will learn how to create and run a resource query. As a resource manager, you must delegate assignments within a project to team members. You can search for a team member to identify requirement matches that are based on attributes, for example, name, skill, or competency.
This lesson will help you to learn how to add search conditions, create, and save a query.
In this lesson, you will learn how run a resource query.
In this lesson, you will learn how to share a query with 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 available team members.
Based on the security settings, a project manager can only edit a query.
In this module, you to learn how to effectively use the resource assignment viewlet to assign the team members to a project and later to the tasks.
In this lesson, you will allocate team members to a project from the list of resources that are available in your organization.
In this lesson, you will assign a team member to a task from the project that you have allocated in the previous lesson.