In the final lesson of this tutorial, you will learn how
to assign a resource to a work item. In the previous lesson, you allocated
a resource to the project.
When you assign a resource to a work item, by default, the
assignment is for the entire duration of the work item. However, if
required, you can change the assignment dates.
To assign a resource
to a work item:
- Select a work item from the WBS tree and click the Resourcesview.
Note: You cannot assign a work item to more than one resource.
- Do one of the following actions:
- To search resources by name and assign to the project,
click
, type a resource name, click Ok,
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.
Note: When you assign the resource to the work item, the resource
calendar is checked to confirm if the resource is over allocated with
additional work items. If the resource is over allocated, the Confirm
Assignment window is displayed. If you continue assigning
the resource to the work item, the project schedule is updated.
- Optional: You can modify the Start date, End
date, Duration, Effort, Contour, Labor Cost, and Labor Revenue of
the assigned resource.
Note: When you modify the Start
date or End date, the Duration is automatically updated.
- The contour value cannot be edited after the resource assignment
is saved. If the working hours for the project and resource calendars
are set to 8 hours and the contour value at the project level is set
to 5 hours, 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.
- To assign a cost code to the resource, double-click the Labor
Cost field, and in the Labor Cost window,
click a charge code. Then click Assign.
- To assign a revenue code to the resource, double-click the Labor
Revenue field, and in the Labor Revenue window,
click a charge code. Then click Assign.
- Click Save.
You can now see the resource assigned to the work item.