Assigning resources to tasks

Before work can begin on your project, you must assign resources to tasks. You can assign resources from those available in the resource pool, or from the resources that might be allocated to the project. When you assign resources to a task, the assignment is for the entire duration of the task by default. You can change the assignment dates.
To perform this task, you must have the required security permission. For more information about security permissions, see User security settings.
To assign resources to a task:
  1. Open the Resource Assignment viewlet. From the WBS tree, select a project task.
    • If resources are already allocated to the project, the list is displayed in the upper pane.
      1. From the list, click a resource to assign to the selected task. You can also select multiple resources for assignment.
      2. Click Assign.
    • If resources are not allocated to the project, click the Query icon to search for available resources:
      1. To run an existing search query, select the query from the list.
      2. (Optional) To create a new search query, click New Query. In the Query Editor, create your query, and click Run.
      3. From the search results, click a resource to assign to the selected task. You can also select multiple resources for assignment.
      4. Click Assign.
    The selected resources are assigned to the task for the duration (start and end dates) of the task. The task effort is divided between the selected resources.
  2. Optional: To modify the assignment dates for a resource, modify atleast two of the following assignment details and click Save.
    • Start date
    • Finish date
    • Duration
    When you save entries in at least two assignment detail fields, the third field is calculated and displayed. 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.
  3. Select the Role from the list. A task can be assigned only to a team member, owner or a participant. For more information, see Assigning roles to resources.
  4. Select the Contour type from the list. For more information, see Contouring resources.
  5. Click Save.

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