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
- Open the Resource and Profile Assignment viewlet.
From the WBS tree, select a project.
- To add resources to the project, click the Find
and assign users by name icon
.
- Type a resource name and select it from the result set. You can use wild card characters such as asterisk (*) and question
mark (?).
- Click Add & Close.
- In the Process Roles window, perform the following steps:
- Click a role from the Available Roles section.
To perform multiple selections, press Ctrl and select the available
roles.
- 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.
- Click Finish. If you do not assign
a role to the resource, the default role is assigned to the resource.
- Click Save.