Aggregating resources at the project level

A project manager can aggregate resource data and identify allocated resources at the project level. By aggregating resource data, you can roll up and view information for resources who are assigned and can be assigned to the project.

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.

About this task

To aggregate resource data at a project level:

Procedure

  1. Open the Resource and Profile Assignment viewlet. From the WBS tree, select a work item type.
  2. Assign a resource to the work item type. For more information, refer to Assigning resources to a work item type.
  3. After you assign a resource to the work item type, modify the start date and the effort value in the lower grid.
  4. Click Assign. The resources assigned to the project appear in the Resources Assigned pane.
  5. Optional: In the Assigned Resources grid, to define the effort required:
    • Double-click the Start Date field and select the date from the calendar.
    • Double-click the Effort (h) field and enter the number of hours.
    When you modify the start date and effort, the end date and duration are calculated automatically.
  6. Click Save.
  7. Select a work item type created under the project to view the roll up of resources. The resource data is rolled up and the details of the resources that are allocated to the project and available to be assigned to the work item type are available at the work item type level.

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