Managing Resources Assigned to a Project Task

To manage the resources assigned to a project task:

1. On a project record, click the relevant project task and click | Manage Resources in the toolbar. The Manage Resources on Project Task window displays a list of the resources already assigned to the project task.
2. [Optional] You can search for resources associated with the project task. When you start typing characters from anywhere in the name, PSA searches the tasks loaded into the Project Task Board and narrows down the search results as you type.
3. [Optional] You can sort the table by the data in a particular column by clicking on that column's heading. This sorts text data alphabetically and numerically in ascending order. To reverse the sort order, click the column heading a second time.
4. Select the resource that you want to manage.
5. [Optional] In the Assignment column, you can search for the assignment that you want to assign to the resource. If there is only one assignment, it is automatically linked.
6. To have allocations in hours or percentages, enter either allocation hours or allocation percentages in the relevant allocation column that is displayed. For more information, see Updating Resource Allocation for Project Tasks.
7. Click on an editable field and make your changes. Only the Allocation Hours and Allocation Percentage fields are currently editable.
   1. If there are unsaved changes, a confirmation window appears. To continue editing the field of one or more resources, click Continue Editing.
   2. To discard your changes for the edited resources and keep their original values, click Discard Changes.
8. Click Save to save your changes.

To assign one or more resources, see Assigning Resources to a Project Task.

Assigning Resources to a Project Task

To assign resources to a project task:

1. On a project record, click the relevant project task and click | Manage Resources in the toolbar. The Manage Resources on Project Task window displays a list of the resources already assigned to this project task.
2. Click to assign one or more additional resources. The Assign Resources to Project Task window displays a list of available resources that are already assigned to the project.
3. [Optional] You can search for the resources you want to assign to this project task.
4. [Optional] You can sort the table by the data in a particular column by clicking on that column's heading. This sorts text data alphabetically and numerically in ascending order. To reverse the sort order, click the column heading a second time.
5. Select the resources that you want to assign to the project task.
6. Click Assign. The resources you have just assigned are displayed at the top of the list.
7. Click Save.

Deleting Resources from a Project Task Assignment

Note:

• You cannot delete project task assignments that have worked hours logged on the project task.

To delete resources from a project task assignment:

1. On a project record, click the relevant project task and click | Manage Resources in the toolbar. The Manage Resources on Project Task window displays a list of the resources already assigned to the project task.
2. Select one or more additional resources from project task assignments that you want to delete.
3. Click to delete the selected resources from project task assignments.
4. Click Save.

Updating Resource Allocation for Project Tasks

When adjusting the hours assigned to a project task, you can specify the time each resource will spend on that specific project task. After updating the allocation hours, PSA automatically calculates the percentage for the project task. Once calculated, the percentage allocation cannot be edited.

By updating the allocation hours, the allocation percentage adjusts automatically, showing how work is divided among the resources assigned to the task and the total hours they spend on it.

• If you are allocating resources by hours, remember that entering 0 for the allocation hours unallocates a resource.
• For the allocation percentage, ensure that the total allocation is 100% for all resources on the project task.

The allocation percentages are saved as decimals between 0 and 1. Therefore, when calculating percentages, the allocation percentage is multiplied by 100 and divided by 100 when necessary. If Allocation Hours exists, allocation percentage equals (Allocated Hours / Project Task Estimated Hours) * 100

To update the number of allocation hours a resource is scheduled to work on a project task:

1. Select one or more resources and enter a value in the allocation hours column.
2. Repeat this for all the resources and ensure that the allocation percentage total for all resources is 100%.
   1. If there are unsaved changes, a confirmation window appears. To save your changes click Save.
   2. To continue editing the allocation of one or more resources, click Continue Editing.
3. Click Save.