Assign shared resources to a project staffing profile

This is a Beta feature.

If a team manager shares a team or team members with you, your project, or the type of your project, you can directly assign the shared resources to your project's by drag and drop, without having to create positions or send resource requests.

To assign shared resources to a project staffing profile:

Note: Assign shared resources in time period views other than the Week View to prevent errors when switching views. If issues occur after assigning a shared resource in the Week View, remove it and reassign in a different view.

Open the staffing profile.
Click the Shared Resource button to expand the shared resource list.

The Share Resource button is available only when a team manager shares a team or team members with you, your project, or the type of your project. For details, see Share a team.
Drag and drop the desired resource to the staffing profile.

The resource is assigned with the remaining capacity allocated accordingly.

In versions 23.4-24.4, resources with no remaining capacity cannot be assigned to the staffing profile. In version 25.1 and later, you can assign such resources and assign some allocation before saving.
If needed, click the Gantt of the resource's assignment to adjust the assignment period and effort type.
Click Save.