Assign Resources to a Project in Project View

To assign one or more resources to work on a project, select the project in Project View and specify the resource assignments on the Assign Resources to Project dialog box.

In addition to resources that you assign using the procedure below, employees with no planned hours, but with JTD hours charged to a work breakdown structure (WBS) element in the plan, are assigned automatically and display in the Project View grid as well.

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

To assign one or more resources to a project:

1. In the Navigation pane, select Resource Management > Project View.
2. At the top of the Project View form, enter either a complete or partial name or number in the Find project lookup field to find and select an existing project to which you want to assign resources.
3. Do one of the following:
   • To assign resources to WBS elements in all or many of the branches of the plan structure, click on the top-level row for the plan in the Project View grid to check it out, and then click in Level/Resource. Vantagepoint displays the entire WBS hierarchy on the Assign Resources to Project dialog box.
   • To assign resources to WBS elements in just one branch of the plan structure (a single phase, for example), hover over the Level/Resource value in the top-level row for that branch in the grid to display the icon, and click . Vantagepoint displays that branch of the plan structure on the Assign Resources to Project dialog box.

   If displays in this field where normally does, the plan element is dormant. You cannot add new assignments for a dormant element, or any elements under it, in the plan.

   The Status column in the middle grid shows the status for the currently selected WBS row (project, phase, or task): (Active), (Inactive), or (Dormant).

   As an alternative to clicking , you can click at the end of the row and click Assign Resources to open the Assign Resources to Project dialog box.

   When you select a row in the grid, one of the following icons displays to the left of the top-level WBS element:

   • : The plan is now checked out to you, and you can edit plan information.
   • : You cannot edit the plan because it is checked out to someone else, the plan has unpublished changes, or you do not have the necessary access rights to make changes to the plan.

     Click the icon to display an explanation in an info bubble. If the plan is checked out, the info bubble provides the name and email address of the person who has it checked out. If you have the necessary access rights, the info bubble also contains a link that you can click to check the plan back in and then check it out to you. If the plan has unpublished changes, the info bubble provides the name and email address of the project manager so you can communicate with them about the plan.

4. By default, the Assign Resources to Project dialog box displays all employees and generic resources; to restrict the list, do either or both of the following:
   • In the top Search field, select a standard search or a saved custom search.
   • In the bottom Search field, enter one or more search characters to further restrict the list. Vantagepoint displays a list of resources for which at least one of the following starts with those search characters: employee preferred name, employee first name, employee last name, employee name suffix, employee ID, generic resource name, labor category.
5. In the list of resources, select the checkbox next to those that you want to assign.
6. In the Level column, expand the WBS to display the active and inactive WBS elements to which you want to assign the selected resources.
   You can assign resources only to the lowest-level elements in each branch of the WBS. A displays next to those elements.
7. In the Select column, click next to each of the WBS elements to which you want to assign the selected resources.
   The resources are added, as pending assignments, to the list of assigned resources for each of the selected elements. You can expand those elements to display all currently assigned resources.
8. To assign other resources to the project, repeat steps 4 - 7.
9. If you consider the new assignments hard booked, select the Hard Book checkbox.
   This checkbox is available only if Vantagepoint is configured to use soft and hard booking and you have the required security access to hard book assignments.
10. To confirm all of the new assignments and close the dialog box, click Assign.