Lesson 4: Assign resources to a project

During project planning, you assign resources to a project and assign roles to the resources before work starts. In the previous lesson, you ran the query and saved the results of the search. The results of the search provides a list of suitable resources matching.
In this lesson, you will run the a user-defined query and assign the resources to the project and assign roles.

To assign resources to the project by using queries:

  1. Select a project from the WBS tree, and click the Resources view.
  2. Do one of the following actions:
    1. To search for a resource by name, click Add resource by name, type a resource name, click Add & Close, and move to Step 3.
    2. To search for a resource by running a query, click the Open Search/Assign results table icon open search/assign results table icon. In the Project Assignment grid, complete the following steps:
      1. Click down arrow and select a query from the list.
      2. Do one of the following actions:
        • To run a regular search for resources, in theInclude Availability Information window, click OK.
        • To search for resources based on availability:
          1. In the Include Availability Information window, select Show availability columns.
          2. Click the calendar icons to select the start and end dates on which you need a resource.

            By default, the project dates are displayed.

            Note: When you search for resources based on availability, the resources that are available for the best matching start and end dates are displayed. The resources without a calendar are not displayed.
            Note: If you have scheduled absences for a resource in the Work Environment tab of the User Management section in the Administration view, that resource is still shown in the results while you search for resource availability in the Search and Assign tab.
          3. In Contour field, enter the number of hours per day that the resource is required.
            Note: When you assign a resource to a project or task, by default, the contour value is set to the smallest number of working hours in the project and resource calendars. For example, if the resource calendar is set for 8 hours and the project calendar is set for 6 hours, when a resource is assigned to the project or task, by default the contour value is set to 6 hours. You cannot set the contour value to more than 6 hours. However, if the working hours for the project and resource calendars are set to 8 hours and the contour value is set to 5 hours at the project level, while assigning resource to a task you can set the contour to any value less than 8 hours. When you set the contour value to more than 5 hours, the contour value at the project level is updated.
          4. In Effort field, enter the number of hours, if applicable.
          5. If you want to search for the availability of resources that are available within the project, select Search within project allocated resources.
          6. Click OK.
      3. Assign a resource to the project by hovering the mouse pointer in the Actions column and clicking the Assign icon Assign icon.
        Note: You can assign only the resources that are associated with a calendar.
  3. In the Process Roles window, select an available role, click Add, and click Finish.
  4. Optional: You can modify the Start date, End date, Duration, Effort, Cost rate, Contour, and Selling rate of the assigned resource:
    Note: When you assign a resource to a project, the start and end dates take into consideration the exceptions defined for the project and resource calendars. When you change the start date, the end date is also updated, but the effort is not changed. 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.
  5. Click Save.

Lesson checkpoint

In this lesson, you have learned how to assign resources to a project and also to assign roles to the assigned resources.

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