During the early stages of the project planning phase,
you can add profiles to work items to complete the resource planning
process. You can create planned assignments for work items 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 Project Management Administration.
For more information, see Creating a profile
About this task
When you assign profiles, the assignment is for the duration
of the work item by default. You can modify the profile assignment
dates.
To assign a profile:
Procedure
- 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.
What to do next
When you are ready to commit resources for these profiles,
you can replace the profiles with the resources.