Booking Multiple Resources on a Task

A task can be assigned to more than one resource. Assigning multiple resources to a task results in the following Resource Management behavior:

  • Each assigned resource is booked for the task's entire scheduled duration. The scheduled effort is adjusted proportionately. For example, a one-day duration task, with a 10-hour workday and two resources assigned, would default to 20 hours of effort.

A resource must meet the following requirements in order to be assigned to a task:

  • The resource is assigned to the staffing profile, or

  • The team where the resource belongs (or the team's parent team) is assigned to the staffing profile and the feature toggle Team Assignment in Work Plan is turned on, or

  • The project manager is the resource pool manager (or a manager of a parent resource pool) of the resource, or

  • The project manager is not the resource pool manager of the resource, but the RM_OVERRIDE_ASSIGNMENT_CONTROLS parameter in the server.conf file is set to true.

To assign multiple resources to a task:

  1. Open the work plan.

  2. Double-click the task to which you want to assign a resource.

    The Task Detail page opens.

  3. Click the Resources tab.

  4. Click Add Resource to select a new resource to add to the task.

    If a resource belongs to a team, the team name is listed. You can use the Team filter to filter out the resources of a specific team.

    Note: The resource's team and the Team filter are available only when the Team Assignment in Work Plan feature toggle is turned on.

    Repeat as necessary.

  5. Click Save.

The values for each individual resource's scheduled effort can be altered in the Task Detail page.

To change the scheduled effort for multiple resources assigned to a task:

  1. Open the work plan.

  2. Double-click the task to which you want to assign a role.

    The Task Detail page opens.

  3. Click the Resources tab.

  4. Click Change to Manual Control.

  5. For each resource, type a value in the Scheduled Effort numeric field.

    The Total Effort (hours) and Unassigned Effort fields update themselves automatically. If Total Effort is altered directly, the partial effort of each resource is adjusted proportionately.

  6. Click Save.