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:
- Select a project from the WBS tree, and click the Resources view.
- Do one of the following actions:
- To search for a resource by name, click
, type a resource name, click Add & Close,
and move to Step 3.
- To search for a resource by running
a query, click the Open Search/Assign results table icon
. In the Project Assignment grid,
complete the following steps: - Click
and select a query from the list.
- 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:
- In the Include Availability Information window,
select Show availability columns.
- 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.
- 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.
- In Effort field, enter the number of hours,
if applicable.
- If you want to search for the availability of resources that are
available within the project, select Search within project
allocated resources.
- Click OK.
- Assign a resource to the project by hovering the mouse pointer
in the Actions column and clicking the Assign icon
.Note: You
can assign only the resources that are associated with a calendar.
- In the Process Roles window, select an available
role, click Add, and click Finish.
- 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.
- Click Save.