In this lesson you will learn how to assign profiles to
a project by using profile names. A profile is a combination
of skill, competency, proficiency, and rate. Before assigning a resource
to a project, you can assign profiles to the project. When you have
resources matching the profiles, you can replace profiles with resources.
In Lesson 1, you created the layout for a resource or
profile query.
To assign profiles to a project:
- From the WBS tree, select a project and click the Resources view.
Note: You can assign multiple profiles to a project.
- Click the Add one or more profiles icon
. - In the Add profiles window, select a profile
from the Available profiles column.
- Click the Add icon
.
- Click Add.
- Optional: You can modify the Start date, End
date, Duration, Effort, Cost rate, Contour, and Selling rate.
Note: When you enter the start date and effort, the end date
and duration are calculated and displayed. For effort-based projects,
start date and effort value takes precedence and for duration-based
projects start date and end date takes precedence.
- To add the Cost Rate or the Selling
Rate:
- Click the Cost rate or the Selling
rate field. The Rate window is displayed.
- In the Rate window, you can change the From and To dates.
- Enter the cost and selling rates and click OK.
Note: If profiles have rates assigned in the administration view,
those rates are automatically assigned during profile assignment.
- Click Save.
You have assigned a profile to a project. In the next lesson,
you will learn how assign a profile to a work item.