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Lesson 3: Assigning profile to a work item

In this lesson, you will learn how to assign a profile to a work item by using profile names. When you assign profile to a work item, that profile is automatically assigned to the project.

To assign a profile to a work item:

  1. Open the Resource and Profile Assignment viewlet.
  2. From the WBS tree, select a WBS element. The profiles and resources that are assigned to the work item are displayed in the Resource and Profile Assignment viewlet.
    Note: You can assign only one profile to a work item.
  3. Click the Add one or more profiles icon add one or more profiles.
    1. In the Add profiles window, select a profile from the Available profiles column.

      When you select a profile, information about the profile, skills, and competencies is displayed.

    2. Click the Add icon Add.
    3. Click Add.
  4. Optional: In the Resource and Profile Assignment viewlet, you can view the characteristics for an assigned profile and define the effort or duration required. For effort-based projects, start date and effort value takes precedence over other values. For duration-based projects, start date and end date takes precedence.

    The end date and duration are calculated and displayed when you click Save. For example, if you enter the start date and effort, the end date and duration are calculated and displayed.

  5. Click Save to save the profiles that are assigned to the work item.
You have now assigned a profile to a work item.

Lesson checkpoint

In this lesson, you assigned a profile to a work item.
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