Assigning roles to resources

Based on the project requirements, you can define the roles that are required for your project in the process specification. These roles are project specific. In addition to the team-member and project-lead roles, you can define new roles in the process specification, which is available as process roles in the Resource and Profile Assignment viewlet. You can assign roles to a resource only when you assign resources to a project.

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.

About this task

To assign roles to resources:

Procedure

  1. Open the Resource and Profile Assignment viewlet. From the WBS tree, select a project.
  2. To add resources to the project, click the Find and assign users by name icon Find and assign users by name.
  3. Type a resource name and select it from the result set. You can use wild card characters such as asterisk (*) and question mark (?).
  4. Click Add & Close.
  5. In the Process Roles window, perform the following steps:
    1. Click a role from the Available Roles section. To perform multiple selections, press Ctrl and select the available roles.
    2. Click Add –> to add the roles to the resource. Based on your project requirements, you can define roles in the process specification. The Process Roles window displays the roles defined in the process specification. If you select more than one role, click Up or Down to prioritize the order of the roles.
    3. Click Finish. If you do not assign a role to the resource, the default role is assigned to the resource.
  6. Click Save.

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