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Assigning Resources to Unstaffed Activities

Use this procedure to assign resources to activities to fulfill staffing requests. Resources include the personnel and equipment that perform work on activities across all projects. Resources are generally reused between activities and/or projects.

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Analysis.
  3. On the Analysis page, click the Role Usage tab.
  4. On the Role Usage tab:
    1. Click the Group By list and select Role Hierarchy, and then select a role.
    2. Select the Spreadsheet display option.

      Note: If costs, rather than units, are displayed, click Customize. On the Customize dialog box, choose to display Units and click Save.

    3. Click the name of the project that has unstaffed units to display the project's unstaffed activities.
  5. On the Resource Staffing dialog box, select the check box next to each unstaffed activity you want to staff with the same resource and click Assign Resource. Activities that have specific resource requirements associated with them display Yes in the Search Criteria column.

    Note: To search for resources who meet specific requirements, click Search. Specify new criteria required to staff the activity. To save this new criteria, click Save as Template. Or, to search using previously saved criteria, click Select Template. When finished specifying search criteria, click Run Search to display available resources.

  6. In the Select Resource dialog box, select a resource. To review resource allocation before assigning a resource, click Show Detail. This displays the selected resource's assignments based on summarized data. If you want to assign the selected resource to the activity, click Assign.
  7. Close the Resource Staffing dialog box.

Tips

  • Resource usage data are based on summary data. Any changes made to assignments within a project will not be reflected until the project is summarized. See Summarizing Projects.
  • A Global preference setting lets you choose to automatically summarize the project after assigning resources, so that summary data always reflects current resource usage. To choose this option, click the Administer menu and select My Preferences, then click the Global tab if not already displayed. In the Resources section, select Automatically summarize project after assigning resources. Click Save and Close.
  • You can view staffing requests in the Open Requests for Resources portlet; the portlet is available for display in dashboards. See Configuring Dashboard Content.
  • The list of resources you can select from is determined by your resource security privileges and individual resource's current project association.

Related Topics

Resource Analysis

About Resource Analysis

Analyzing Resource Allocations

Viewing Role Usage

Viewing Resource Usage

Exporting Resource or Role Usage Data

Role Usage Tab of the Analysis Page


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