Assigning Resources or Roles to Projects or WBS Elements
For high-level, future project planning or when a project does not require resource assignments at the activity level, use the Resource Planning spreadsheet on the Planning page to allocate and manage resources at the project and WBS levels. You can also use the spreadsheet to allocate roles at the project and WBS levels; assigning roles is useful during the early planning stages of a project when resource availability is not well known and you want to assign a temporary placeholder for a future resource assignment.
To assign a resource or role to a project or WBS element:
- Click
Resources. - On the Resources navigation bar, click
Planning. - On the Planning page, click
Filter and Group By if you need to change your selection. - In the Filter by dialog box, select a portfolio, project code, or project to filter resource planning data, and then click OK.
- On the Planning page, double-click a project name to expand the project, and click the project or WBS row.
- On the Planning page, to assign a resource or a role, choose one of the following options:
- Click
Assign Resource to select from a list of resources. - In the Select a Resource dialog box, choose a resource, click Assign, and then Close.
- Click
Assign Resource Using Search to search for resources who meet specific requirements. For example, you can search for resources that are assigned a specific role or resource code. - In the Assign by Search dialog box, select your search criteria and click Run Search.
- In the Search Results dialog box, select a resource and click Assign Resource.
Note: When you assign a resource using the Assign Resource Using Search functionality, the search criteria you specify is saved; a Yes link appears in the Search Criteria column beside the assignment, indicating search criteria is specified. This saved search criteria can be useful at a later time if you ever need to modify the resource assignment and want to reuse the same criteria.
- Click
Assign Role to select from a list of roles. - In the Select Role dialog box, choose a role, click Assign, and then Close.
Notes:
- Once a role is assigned, you can then define search criteria for the assignment to assist with future staffing of the role. Defining search criteria enables you to more accurately identify the type of resource required to staff the role.
- To define search criteria, click the Yes or No link in the Search Criteria field. The Yes or No link indicates whether saved search criteria exists for the assignment.
- On the Planning page:
- Clear the Committed option if the assignments are not definitely committed to the project.
Note: When calculating resource availability, only the committed assignments are considered.
- Click Save.
Tips
The list of resources you can select from, the resource pool, and the list of resources returned as search results include only the resources you have access to, based on resource security, and current project resources. Also, you cannot assign material resources. When searching, you have an option to filter nonlabor resources from the results.
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