Rolling up of resources

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:
  1. Open the Resource Assignment viewlet. From the WBS tree, select a project.
  2. 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.
  3. Select one or more resources from the upper pane.
  4. Click the down arrow and select a Role from the list.
  5. Click Assign. The resources assigned to the project appear in the Resources Assigned pane.
  6. 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.
  7. Click Save.
  8. 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.

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