Allocating a generic resource to a work item

You can allocate generic resources to work items. Select a work item and then click New Generic Allocation.

To allocate a generic resource to a work item

  1. Open the Projects module.
  2. Select an item.
  3. Select the Work Items tab.
  4. In the lower pane, on the Labor Assignments tab, click to add a generic allocation.
  5. In the Generic Allocation dialog box, select a resource role from the Resource drop-down.
  6. From the Resource Team drop-down, select the resource team from which the generic resource is being allocated.
  7. From the Investment drop-down, select the item to which the generic allocation will be made. In the Select Investments dialog box, choose the item and click Apply.
  8. From the Status drop-down, indicate whether the generic allocation is Proposed or Committed.
  9. Click the plus symbol icon to define how much and when a resource will be allocated. For each resource allocation, define the percentage of full time (% FTE), the start and finish dates for the allocation, and any comments specific to the allocation.
  10. Click Rates to define the rates associated with the allocation.
  11. Click OK.