In this lesson, you will learn how to assign a profile
to a work item by using profile names. When you assign
profile to a work item, that profile is automatically assigned to
the project.
To assign a profile to a work item:
- Open the Resource and Profile Assignment viewlet.
- From the WBS tree, select a WBS element. The
profiles and resources that are assigned to the work item are displayed
in the Resource and Profile Assignment viewlet.
Note: You can assign
only one profile to a work item.
- Click the Add one or more profiles icon
. - In the Add profiles window, select a profile
from the Available profiles column.
When you select a profile,
information about the profile, skills, and competencies is displayed.
- Click the Add icon
.
- Click Add.
- Optional: In the Resource and Profile Assignment
viewlet, you can view the characteristics for an assigned profile
and define the effort or duration required. For effort-based projects,
start date and effort value takes precedence over other values. For
duration-based projects, start date and end date takes precedence.
The end date and duration are calculated and displayed when
you click Save. For example, if you enter the
start date and effort, the end date and duration are calculated and
displayed.
- Click Save to save the profiles
that are assigned to the work item.
You have now assigned a profile to a work item.