Assigning resource to work items

Before work can begin on your project, you must assign a resource to work items. You can assign resources that are available in the resource pool or that are assigned to the project. When you assign resources to a work item, the assignment is for the entire duration of the work item by default. You can change the assignment dates based on resource availability or work item requirement. After you assign a resource to a work item and specify the work item period, the calendars for the resource are blocked accordingly.

Before you begin

The resource must be associated with a calendar.
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

You can assign resources to a project by either searching resources by name or by running queries. When you assign a resource directly to a work item, that resource is automatically assigned to the project.

To assign resources to a task:

Procedure

  1. Select a work item from the WBS tree and click the Resourcesview.
    Note: You cannot assign a work item to more than one resource.
  2. Do one of the following actions:
    1. To search resources by name and assign to the project, click Add resource by name, type a resource name, click Ok, and move to Step 3.
    2. To search for a resource by running a query, click the Open Search/Assign results table icon open search/assign results table icon. In the Project Assignment grid, complete the following steps:
      1. Click down arrow and select a query from the list.
      2. 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:
          1. In the Include Availability Information window, select Show availability columns.
          2. 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.
          3. 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.
          4. In Effort field, enter the number of hours, if applicable.
          5. If you want to search for the availability of resources that are available within the project, select Search within project allocated resources.
          6. Click OK.
      3. Assign a resource to the project by hovering the mouse pointer in the Actions column and clicking the Assign icon 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.
  3. 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.
  4. Click Save.

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