Assign Work on a Project to One Resource

To assign work on a project or opportunity to a single resource and enter planned hours, display the resource in the Resource View grid and specify the assignment information in the Add Assignment dialog box.

When adding resources to projects, you must make sure that the plan is checked out to you and that the row is eligible to have assignments.

Alternative: If you need to assign multiple resources to work on the same project, select the check box for each of those resources in the Resource View grid and click + Add Assignments on the Resource View toolbar.

In addition to resources that you assign using the planning grids, employees with no planned hours but with JTD hours charged to a WBS element are assigned automatically and display in the grids as well.

To assign work on a project or opportunity to one resource:

1. In the Navigation pane, go to the Resource Management section and select Resource View.
2. If necessary, use a search to display, in the grid, the resource to whom you want to assign work.
3. You can mouseover the resource row in the grid to display , then click in the Resource/Levelrow to display the Add Assignments dialog box. (The does not display if the resource is inactive or terminated. You can only add assignments for active resources.)

   If the resource already has at least one assignment for the project or opportunity and you want to make another assignment for a work breakdown structure (WBS) element on a specific branch of the project or opportunity tree, an alternative is to expand the WBS rows for the project or opportunity in the Resource View grid down to a parent level for the WBS element, and click that parent and then click on that WBS row. In the Add Assignments dialog box, only the portion of the tree that you selected displays, making it easier to locate the element for which you want to make the assignment.

4. Use the search field to search for and select the project or opportunity for which you want to assign work to the resource.

   When you select a project or opportunity, the plan is automatically checked out to you. However, if a plan is currently checked out to someone else, you cannot select it. In that case, appears next to it in the list, and the name of the person who has it checked out displays below it.

5. Expand the WBS levels to display the WBS element for which you want to assign work to the resource.

   You can only make assignments for the lowest, or "leaf," level of each branch of the project or opportunity tree. A check box displays next to the WBS elements for which you can add an assignment.

6. Select the Add check box for the WBS element. Result: Other fields in the row become available.
7. In Assignment Start and Assignment End, click and use the calendar to select the start and end dates of the resource assignment.
8. In ETC Hours, enter the planned hours for the assignment.

   If you are not ready to enter planned hours, leave this field blank. You can enter hours in the Resource View grid later.

9. If you consider the planned hours hard booked, select the Hard Book check box.

   This check box is only available if DPS is configured to use soft and hard booking and if you have the required security access to hard book assignments.

10. To assign work on other WBS elements for the selected project or opportunity, repeat steps 6 - 10.
11. To add all of the new assignments to the plan, click Add.