Assigning profiles to projects

During the early stages of the project planning phase, you can add profiles to the project to complete the resource planning process. You can create planned assignments for projects by using profiles as placeholders for resources, and can specify dates and rates for the assignment before you decide which resource to use. You can replace the profiles with resources later.

Before you begin

Use the Resource and Profile Assignment viewlet to perform this task. In the navigation bar, click Resources, and click the Search and Assign tab.

Make sure that profiles are created in the administration area. For more information, see Creating a profile

About this task

When you assign profiles, the assignment is for the duration of the project by default. You can modify the profile assignment dates.

To assign a profile:

Procedure

  1. From the WBS tree, select a project and click the Resources view.
    Note: You can assign multiple profiles to a project.
  2. Click the Add one or more profiles icon add one or more profiles.
    1. In the Add profiles window, select a profile from the Available profiles column.
    2. Click the Add icon Add.
    3. Click Add.
  3. Optional: You can modify the Start date, End date, Duration, Effort, Cost rate, Contour, and Selling rate.
    Note: When you enter the start date and effort, the end date and duration are calculated and displayed. For effort-based projects, start date and effort value takes precedence and for duration-based projects start date and end date takes precedence.
    1. To add the Cost Rate or the Selling Rate:
      • Click the Cost rate or the Selling rate field. The Rate window is displayed.
      • In the Rate window, you can change the From and To dates.
      • Enter the cost and selling rates and click OK.
      Note: If profiles have rates assigned in the administration view, those rates are automatically assigned during profile assignment.
  4. Click Save.

What to do next

When you are ready to commit resources for these profiles, you can replace the profiles with the resources.

Feedback