Assigning a profile to work items

During the early stages of the project planning phase, you can add profiles to work items to complete the resource planning process. You can create planned assignments for work items by using profiles as placeholders for resources, and can specify dates and rates for the assignment before you decide which resource to use. You can replace the profiles with resources later.

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 created in Project Management Administration. For more information, see Creating a profile

About this task

When you assign profiles, the assignment is for the duration of the work item by default. You can modify the profile assignment dates.

To assign a profile:

Procedure

  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.

What to do next

When you are ready to commit resources for these profiles, you can replace the profiles with the resources.

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