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Assigning a Role to a Resource

The set of roles you assign to a resource describes the resource's skill capabilities. These role assignments make it easy to assign resources to activities according to role. You can also assign roles to activities directly when you are unsure of the actual resources available to work on those activities. You can later replace the roles with the applicable resources.

To assign a role to a resource:

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Administration.
  3. On the Administration page, click the Resources tab.
  4. On the Resources tab:
    1. Click the resource.
    2. Click the Roles detail window.
  5. In the Roles detail window, click "" Add (Insert).
  6. In the Select Role dialog box:
    1. Choose a role and click Assign.
    2. Choose any additional roles for the resource and click Assign.
    3. Click Close.
  7. In the Roles detail window:
    1. To change the proficiency level for that role, double-click the Proficiency field and select a level.
    2. A resource can have many roles. The first role added is marked as the primary role. To change this, select the Primary Role field for the appropriate role.
  8. On the Resources tab, click "" Save (Ctrl+S).

Tips

To view all resources assigned to a particular role, assign a role to a resource from the Roles tab. See Assigning a Resource to a Role.

Related Topics

Resources

About Resources

Adding Resources

Assigning a Resource Team to a Resource

Configuring Resource Settings

Assigning Calendars to Resources

Configuring Timesheet Reporting for Resources

Assigning Resource Codes

Assigning Resource Rates

Creating Import Templates

Importing Resource Data

Resources Tab of the Administration Page

Roles Detail Window of the Resources Tab of the Administration Page


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