1. How to Assign Resource


1. To assign a Resource Supply to a Resource Demand, click ‘Resourcing’ from the left sidebar of the page. Then, click the ‘Assign Resources’ button.


 

2.  Select a 'Company Member' from the dropdown list.




3.  Select a 'Resource Demand' from the dropdown list.




4. In the 'Assignments' section, fill up the following:

  • 'From' - The Start Date of the Company Resource's Assignment to the Resource Demand
  • 'To' - The End Date of the Company Resource's Assignment to the Resource Demand
  • 'Assigned Capacity' - The assigned capacity percentage for that Period



NOTE: If you want to Add more assignments, click the '+ Add more assignments' link.



5. Once done, click the 'Create' button.



6. A notification will be displayed saying that the Resource Assignment is successful.

If you want to assign more Resources, repeat steps 1 to 5.

Otherwise, click the 'Resourcing' tab again from the left sidebar of the page.