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.
- Open the Projects module.
- Select a work item.
- Select the Work Items tab.
- In the lower pane, on the Labor Assignments tab, click to add a generic allocation.
- In the Generic Allocation dialog box, select a resource role from the Resource drop-down.
- From the Resource Team drop-down, select the resource team from which the generic resource is being allocated.
- From the Investment drop-down, select the work item to which the generic allocation will be made. In the Select Investments dialog box, choose the work item and click Apply.
- From the Status drop-down, indicate whether the generic allocation is Proposed or Committed.
- 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.
- Click Rates to define the rates associated with the allocation.
- Click OK.
Allocate a resource to a work item
You can allocate resources to work items. Select a work item and then click New Allocation.
- Open the Projects module.
- Select a work item.
- Select the Work Items tab.
- In the lower pane, on the Labor Assignments tab, click to add a allocation.
- In the Generic Allocation dialog box, select a resource role from the Resource drop-down.
- From the Resource Team drop-down, select the resource team from which the resource is being allocated.
- From the Investment drop-down, select the work item to which the allocation will be made. In the Select Investments dialog box, choose the work item and click OK.
- From the Status drop-down, indicate whether the allocation is Proposed or Committed.
- 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.
- Click Rates to define the rates associated with the allocation.
- Click OK.
Assigning a resource to a work item
You can assign resources to work items. Select a work item and then choose a resource from the list of available resources.
- Open the Projects module.
- Select a work item.
- Select the Work Items tab.
- Select a work item.
- In the lower pane, on the Labor Assignments tab, choose a resource from the list of resources and click Assign.
Deleting an assignment or an allocation to a work item
You can delete an assignment or allocation made to a work item. Select a work item and then click Delete Assignment.
- Open the Projects module.
- Select a work item.
- Select the Work Items tab.
- Select an assignment or allocation.
- In the lower pane, on the Labor Assignments tab, click Delete.
- Click Save.