Create or adjust resource assignment

You can use the Gantt chart on the Resource Allocation Management page or the staffing profile to create or adjust resource assignments.

From Resource Allocation Management page

This section describes how to create or adjust a resource assignment using the Gantt chart on the Resource Allocation Management page.

To create a resource assignment using the Gantt chart on the Resource Allocation Management page:

  1. In the Gantt chart, click the line of the resource you want to create assignment.

    The icon appears.

  2. Locate the icon to the period when the resource's assignment begins.

    You are unable to locate the icon in the period earlier than the staffing profile start period.

  3. Click and hold the icon, and drag it to the period where the resource's assignment ends.

    You can only drag the icon to the period earlier than the staffing profile end period.

  4. Release the mouse button, and specify the period and effort for the resource assignment in the dialog box that opens.

  5. Click Confirm.

    Note: Click Delete to cancel the assignment creation.

  6. Click to save the changes.

To adjust a resource assignment using the Gantt chart on the Resource Allocation Management page:

  1. In the Gantt chart, click the resource's assignment you want to adjust.

  2. To adjust a resource's assignment start date, place the cursor at the left end of the assignment bar. To adjust the finish date, place the cursor at the right end. Wait for the two-headed arrow to appear.

  3. Click and hold the cursor, and drag it leftwards or rightwards to the target date.

  4. Release the mouse button, and modify the period and effort of the assignment in the dialog box that opens.

  5. Click Confirm.

    Note: To delete the assignment, click Delete.

  6. Click to save the changes.

Also, you can adjust resource's assignment by double-clicking the assignment bar to open the dialog box, and then modify the period and effort.

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From staffing profile

You can also create or adjust a resource assignment using the Gantt chart of the staffing profile page.

The steps to create or adjust a resource assignment using the Gantt chart of the staffing profile page are the same as those to create or adjust a position's forecast demand using the Gantt chart of the staffing profile page. The only difference is that you start the action by clicking on the resource's assignment you want to adjust. For details, see Create or adjust position forecast demand.

Note: When a resource is assigned to multiple positions in a staffing profile, editing the resource allocation in one position updates the resource's remaining capacity only for that position. To update the remaining capacity in other positions, refresh the page.

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