Assign a Resource in the BA and PEA

Use these steps to assign an employee to a budget line.

To assign a resource:

1. Select a budget line on your project.
2. Click the Assign Resource button.

   This opens the Assign Resource dialog box, which has two tabs, Resources and Categories.

3. Click the Resources tab.

   To help you find the correct resource this tab is filtered to display only the resources that have the same resource category as the selected budget line. You can clear this filter if you need to assign a different resource. See Filtering in the Assign Resource Dialog.

   Note: The Resources tab shows all resources. Those resources that you cannot choose (for example, because they have already been assigned to the task or because they are blocked) are disabled so that you cannot select them.

   When you hover your mouse over a blocked resource, a tool tip explains why it is disabled.

4. Select one or more of the resources by selecting its check box in the first column.
   Note: When a resource has several assignments, you can click on the arrow next to the resource name to display a subgrid of their assignments. On the right side of the tab, you see the current load and capacity of each of the resources.
5. Click the Assign Selected button to assign the selected resource(s) to the task.