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Assigning Resources to Unstaffed Activities

You can assign resources to activities that currently have no resources.

To assign resources to unstaffed activities:

  1. Open one or more projects in the Projects section using one of the following methods:
    • Click "" Projects to open the last project or group of projects you were working with.
    • Click the "" Projects menu and choose one of the most-recently used projects or group of projects.
    • Click the "" Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
  2. On the Projects navigation bar, click "" Team Usage.
  3. On the Team Usage page:
    1. If more than one project is open, select a project from the Select Projects list.
    2. Click the Organized By list and select Roles.
    3. In the left pane, expand a project and select a role.
    4. In the right pane, select the Spreadsheet option and click a project.
  4. In the Resources dialog box:
    1. Select the Unstaffed option to display the unstaffed activities for this project.
    2. Select the Select option for each unstaffed activity to which you want to assign the same resource.
    3. Click Assign Resource and assign a resource from the dialog box.
    4. Click Close.

Tips

  • The list of resources you can select from is determined by your resource access privileges and individual resource's current project association.
  • To review allocation details before assigning, in the Select Resource dialog box, select a resource and click Show Detail.
  • To search for resources who meet specific requirements, see Searching Resources.
  • You can also assign resources to activities from the Assignments detail window of the Activities page, the Open Requests for Resources portlet of a dashboard, or the Roles tab of the Administration page of the Resources section.

Related Topics

About Team Usage

Customizing Team Usage

Exporting Team Usage Spreadsheets

Searching Resources

Sending E-Mail to a Project Manager

Resource Staffing Dialog Box

Assignments Detail Window of the Activities Page

Open Requests for Resources Portlet


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