During the early stages of a project, before you know which
resources you will use, you can assign suitable profiles based on
the required competencies and skills for projects or tasks . You might
know that you need a Java developer for a project before you know
which developer is available for a project. A profile acts as a placeholder
that you can later replace with a team member or resource. When you
have identified the required resources, you can replace profiles with
resources.
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 assigned to the project.
About this task
To replace a profile with a resource:
Procedure
- Select a work item from the WBS tree and click Resources. The viewlet displays all of the profiles and resources that
are assigned to the project or WBS element.
- Select a profile to replace, and in the Actions column,
click the Replace icon
. Note: If you replace a profile at the project level, the profile
is also replaced at the work item level of that project. When you replace the profile with a resource,
the contour value that is set for the profile is retained for the
resource.
When you click the
Replace icon, a query runs that lists resources whose attributes,
such as skills, competencies, and rate matches with the profile. If
no result is displayed when you click the Replace icon, select a query
from the List of Queries in the upper grid,
and click the Replace icon.
- Click Save.