1. How to Assign a Resource To A Role
1. To assign New Resource to a role, click ‘Resourcing’ from the left sidebar of the page and then navigate to the ‘Resource Assignment’ section. Click the ‘Assign New’ button.
2. Fill in the following fields, once complete click the ‘Assign’ button.
- ‘From’ – The expected start date from when it is planned. This is based on the schedule, and resource planning
- ‘To’ – The expected end date from when it is planned. This is based on the schedule, and resource planning
- ‘Resource’ – First Name, Last Name
- ‘Role’ – A function performed in a particular task or project. This assists in clearly defining their role in the project
- ‘Role Positions’ – This explains the primary duty for the resource so everyone participating on the project knows. Team lead as an example quickly states that he is the leader of the team, and any job responsibilities associated with team lead should go to him
