< Previous | Next >

Lesson 2: Assigning profiles to a project

In this lesson you will learn how to assign profiles to a project by using profile names. A profile is a combination of skill, competency, proficiency, and rate. Before assigning a resource to a project, you can assign profiles to the project. When you have resources matching the profiles, you can replace profiles with resources.

In Lesson 1, you created the layout for a resource or profile query.

To assign profiles to a project:

  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.
You have assigned a profile to a project. In the next lesson, you will learn how assign a profile to a work item.

Lesson checkpoint

In this lesson, you have learned how to assign a profile to a project.
< Previous | Next >

Feedback