Assigning Activity Resources
Assign resources to work on an activity.
To assign a resource to an activity:
- 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
Activities. - On the Activities page, select the activity to which you want to assign resources and click the Assignments detail window.
- In the Assignments detail window, click
Assign Resource and Save (Ctrl+Alt+R). - In the Select Resource dialog box, assign resources and click Close.
Tips:
- When assigning resources to activities, the list of available resources includes only the resources that belong to your access node, based on resource access, and resources who are currently assigned to the project.
- Activity resource assignments are displayed in the Resource Names column of the table.
- When you assign a resource to an activity that does not have any resource assignments, the resource is identified as the primary resource. If you subsequently assign more resources to the same activity, you can change the primary resource assignment for the activity. To change the primary resource, click Customize Columns in the Assignments detail window, and select Primary Resource if not already selected. Select the Primary Resource option for one of the resources.
- You can also assign resources to an activity from the Resources dialog box on the Team Usage page, the Resources dialog box on the Role Usage tab of the Analysis page, the Open Requests for Resources portlet of the Dashboards page, or the Activities page Actions menu. To assign resources from the Actions menu on the Activities page, select an activity and click Assign Resource on the Actions menu.
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