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Managing Resources and Roles

Within Task Assignment Manager, you can:

• Assign resources or roles, or both to project tasks.
• Allocate resources or roles to project tasks by percentage of the task. For example, you can allocate two resources or roles to undertake 60% and 40% of a task.
• View and open existing assignments or resource requests for resources or roles.

Assigning Resources or Roles to Tasks

To assign resources or roles to a project task:

1. In the task grid, select one or more tasks to assign resources, roles or allocations.
2. Click . Task Assignment Manager opens.
3. In Task Assignment Manager, click .
4. Enter or select a resource, role or both.
   • In the Resource Name field, either:
     • Select a resource from the drop-down list.
     • Start to type a resource name:
       • If the resource has a valid contact record, the resource is selected.
       • If the resource does not have a valid contact record, the resource is identified as external in the Resourcing Link column.
   • In the Role field, select from the drop-down list.

   If a resource has existing assignments or resource requests, these are displayed in the Resourcing Links column. If there are more than one, select one from the drop-down list.

   To open the assignment or resource request identified in the Resourcing Link field, click the link in the Action field.

5. Add more resources or roles, as needed.
6. Allocate a percentage of the task to each resource or role. For more information, see Allocating Task Percentages.
7. Click Apply.
8. Click Save.
   If another user has the same project open in Project Task Gantt when you click Save, a message is displayed asking if you want to break the lock and continue to save. If you break the lock, the Project Task Gantt user will be locked out of the project, will have to refresh, and could lose any unsaved changes.
   

Allocating Task Percentages

There are two ways to define allocations for resources or roles:

• Enter the relevant percentages in the Allocation column. If a resource or role is to be unallocated, you must still enter 0. The total of the allocations must be 100%.
• To split the allocation equally across the resources or roles, do not enter anything in the Allocation column.

Allocating Resources or Roles to Multiple Tasks

Allocating the same resources or roles to multiple tasks is subject to the following conditions:

• If none of the selected tasks have existing project task assignments (PTAs), you can allocate a percentage split for resources or roles, or both to the tasks.
• If one or more of the selected tasks have existing PTAs that have been split equally by Gantt, Task Assignment Manager opens and you can add more resources or roles, but you cannot allocate percentages.
• You cannot add resources or roles if one or more of the selected tasks have existing PTAs that have set allocations.

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