Allocating a resource to a work item

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

To allocate a 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 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 resource is being allocated.
  7. From the Investment drop-down, select the item to which the allocation will be made. In the Select Investments dialog box, choose the item and click OK.
  8. From the Status drop-down, indicate whether the allocation is Proposed or Committed.
  9. Click 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.