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.

To assign multiple resources 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 Add Resource to select a new resource to add to the task.

    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.