Assigning Resources

Assigning Resources from a Resource Request

To assign a resource based on a resource request:

  1. On the Resource Requests tab, click the Resource Request ID that you want to assign resources for.
  2. Scroll to the Assign Resource section and enter applicable resource information.

    For more information about filtering and searching, see Assign Resource fields and Assign Resource Buttons and Links.
  3. Click Refresh.
  4. [Optional] Click Clear Search Criteria to reset all selected search criteria values.
  5. [Optional] Click + to view the availability of the resource and edit the schedule. See Resource Details.
  6. Click Assign next to the resource that you want to assign.

Assigning Resources Using the Search Resources Page

If your administrator has made the Search Resources page available, you can use it to assign resources.

To assign a resource from the Search Resources page:

  1. Click one of the following:
  2. Enter your search criteria and click Search. You can also display search results on a map. See Search Resources Fields.
  3. Click Assign on the resourceA contact that works on a project. that you want to allocate.
  4. Complete the fields on the Create Assignment popup. See Search Resources Fields.
  5. Click Assign.

Related Concepts

Resource Requests

About Contacts and Resources

Resource Planner

About Staffer

Assignments and Schedules

Reference

Search Resources Fields

Resource Fields

Resource Request Fields

Assign Resource to Project Fields

Copy Resource Requests from Project Templates Fields

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