Assigning Resources to Unstaffed Activities
You can assign resources to activities that currently have no resources.
To assign resources to unstaffed activities:
- 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.
- On the Projects navigation bar, click
Team Usage. - On the Team Usage page:
- If more than one project is open, select a project from the Select Projects list.
- Click the Organized By list and select Roles.
- In the left pane, expand a project and select a role.
- In the right pane, select the Spreadsheet option and click a project.
- In the Resources dialog box:
- Select the Unstaffed option to display the unstaffed activities for this project.
- Select the Select option for each unstaffed activity to which you want to assign the same resource.
- Click Assign Resource and assign a resource from the dialog box.
- 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.
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