Assign resources to resource requests

You can assign resources to resource requests from the Staffing Profile page and the Resource Allocation Management page.

In this topic:

From Staffing Profile page

A resource must belong to a resource pool to be assigned to a staffing profile. By default, only the resource pool manager or a manager of a parent resource pool can make the assignment. To allow a project manager to assign any resource, from any resource pool, to a work plan or staffing profile, set the RM_OVERRIDE_ASSIGNMENT_CONTROLS parameter to true.

Prerequisite:

To assign a resource to a resource request, you must meet either of the following criteria:

• You are the resource pool manager and you can edit the staffing profile, or
• You are the resource pool manager, you have the Assign Resources to Unrequested Read-only Positions access grant and the Project Management License, and you can view the staffing profile.

To assign a resource from staffing profile:

1. Open a resource pool.

2. In the Resource Requests area of the Resource Pool page, click the name of a staffing profile to open the Staffing Profile page.

3. Click the Assign button next to the position you want to assign one or more resources.

4. In the resource finder dialog box, select the resources you want to assign.

   Note:  

   • The maximum number of resources returned is controlled by the RESOURCE_FINDER_SEARCH_MAX_USERS parameter.

   • Click Advanced in the dialog box to open the Select a Resource to Assign dialog box, where you can use the enhanced resource finder functionality. For details, see Scalable Resource Finder.

5. (Optional) To commit the selected resources after they are assigned, select the Commit selected resources checkbox.

   This option appears only when there are resources available in the resource finder and the ENABLE_COMMIT_RESOURCES_IN_RESOURCE_FINDER parameter is set to true. If your administrator set the CHECK_COMMIT_RESOURCES_IN_RESOURCE_FINDER parameter to true, this option is selected by default.

6. (Optional) To distribute the position's demand evenly to selected resources, select the Distribute demand evenly to selected resources checkbox.

   This option appears only when you select at least two resources and the ENABLE_DISTRIBUTE_RESOURCES_IN_RESOURCE_FINDER parameter is set to true. If your administrator set the CHECK_DISTRIBUTE_RESOURCES_IN_RESOURCE_FINDER parameter to true, this option is selected by default.

   Note: The position demand is distributed evenly to the selected resources, even when it results in over-allocation of some of the resources.

7. Click Assign.

8. Make necessary changes to the resource's commitment to the staffing profile.

   • You can change the resource's commitment between Soft Booked and Committed, or you can remove it entirely.

   • You can change the number of hours committed to the staffing profile.

   • If the resource pool is configured to send notifications to a resource, you can choose not to send the notification.

9. Click Done.

   The Staffing Profile page reloads with your changes made. If unmet demand still remains, you can repeat the assignment process as needed.

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From Resource Allocation Management page

Assign resources to resource requests from the Resource Allocation Management page.

Assign a resource in the Gantt view:

1. Open the Resource Management Allocation page for a resource pool. For details, see Collect resource requests.

2. From the Resource Allocation Management page, click the Assign button next to the position to assign.

   Note: Resources from a child resource pool are not displayed in the window.

   By default, resources with the same role as the position are listed in the order of suitability. If your administrator sets the NO_INITIAL_ROLE_IN_RESOURCE_FINDER to true, all available resources are listed in the order of suitability.

   You can also find resources by using the filters described in the following table.

   Filter	Description
   Sort By	The order in which the resources are displayed. Capacity: Displays resources in the descending order of resources' availability scores. Skill: Displays resources in the descending order of resources' skill scores. Suitability: Displays resources in the descending order of resources' suitability score. Resource Name: Displays resources alphabetically by resource name. Projected Utilization: Displays resources in the descending order of resources' project utilization score. The scores for all the above criteria except Resource Name are displayed under each resource. For information about how these scores are calculated, see Resource Finder calculations.
   Role	The role of the resource to assign.
   Category	The resource type of the resource to assign.
   Resource Name	The name of the resource.

3. Select the checkbox before the resource to assign to the position.

   You can select more than one resource to assign.

   Note:  

   • By default, 10 resources are displayed at most. If there are more than 10 resources available to assign, click More at the bottom to display 10 more resources.

   • Click Check All if you want to select all displayed resources. Resources that are displayed only after you click More will not be selected.

     If you select Check All and then deselect some resources, this option is still selected, however, only the selected resources will be assigned.

   • Clicking Advanced in the dialog opens the Select a Resource to Assign dialog box, where you can use the enhanced resource finder functionality.

     For more information about enhanced resource finder, see Scalable Resource Finder.

4. (Optional) Select the Commit selected resources option if you want to commit the selected resources after they are assigned.

   This option appears only when there are resources available in the resource finder and the ENABLE_COMMIT_RESOURCES_IN_RESOURCE_FINDER parameter is set to true. If you want this option to be checked by default, set the CHECK_COMMIT_RESOURCES_IN_RESOURCE_FINDER parameter to true.

5. (Optional) Select the Distribute demand evenly to selected resources option if you want to distribute the position's demand evenly to selected resources.

   This option appears only when you select at least two resources and the ENABLE_DISTRIBUTE_RESOURCES_IN_RESOURCE_FINDER parameter is set to true. If you want this option to be selected by default, set the CHECK_DISTRIBUTE_RESOURCES_IN_RESOURCE_FINDER parameter to true.

6. Click Assign.

   The allocation provided for the resource is the lower value of either the remaining capacity of the resource or the position's unmet demand. If the resource's capacity is used as the resource allocation, the position's unmet demand is updated (the updated position's unmet demand= initial unmet demand– the resource's allocation).

   If you assign more than one resource to a position, the allocated efforts of the resources are used in a specific order decided by how the resources are displayed according to the Sort By field. In this example, if you assign Elva and Johnson to the position, the allocation of Elva is used first.

Assign resources in the Table view

To assign a resources to a resource request in the Table view:

1. From the Resource Allocation Management page, click next to the position to assign and select Assign.

   Note: If one or more specific resources were requested, the Specific Resources Requested dialog box opens. You can select and assign the specified resource(s) or you can click Choose Other Resources to assign other resources.

2. Search for a specific resource and select the resource to assign to the position.

   Note: Resources from a child resource pool are not displayed in the auto-complete window.

3. Click Save.

   Note: You must click Save from the Table view of the Resource Allocation Management Page in order to save any assignments you made.

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See also:

• Reject or forward resource requests
• Assign promised allocations
• Create or adjust resource assignment