Replacing profiles with resources

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

  1. 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.
  2. Select a profile to replace, and in the Actions column, click the Replace icon 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.

  3. Click Save.

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