Assign Resource

Online Help > Assign Resource

What does the “Assign Resource” functionality do?

The “Assign Resource” functionality allows you to assign people to work on tasks entered in your schedule.

How do I assign a resource to a task?

There are 3 ways to assign resources to a task:

1. Using the Resource Name column - just write or select the resource/resources you want to add. Set the units or the number of items.

2. Using Task Information - Resource tab - select resources and write or select the resource/resources you want to add. Set the units or the number of items.

3. Using menu Resource - Assign resource dialog. Right click on a task in the grid and select assign resource then select your resource and click on Assign button. Set the units or the number of items.

How many resource types are there?

The available resource types are work, material and cost.

Why the costs in resources does not update in real time when I type in percentage in units?

We do recalculation when OK button is pressed on Task Information dialog. If you need to see how changes of the units impact the cost, please insert Cost column near Resource Name column in grid. When resource units is changed also the cost value is recalculated.​

How to add resources for tasks from the Gantt Chart table?

To add resources from the Gantt Chart table you will need to add the Resource Names column if the column is not present. Right click on grid columns and select insert column and select "Resource Names". If the column is present write or select the resource you want to add with the % you want and the resources or the number of items.

How to add resources from the Task Information menu?

You can add resources from the Task Information menu. Select resources and write or select the resource/resources you want to add with the % you want the resources or with the number of items.

What is the best way to add a lot of resources for a task?

When you need to add multiple resources for a task the best way to do it is by entering the Task Information dialog box for that specific task.

How do resource assignments drive the schedule?

If you don't assign resources to tasks in your project, application calculates the schedule using durations, task dependencies, constraints, and project and task calendar information. If you do assign resources, the tasks are also scheduled according to resource calendars and assignment units, providing for more accurate scheduling.

An assignment is the association of a specific task with a specific resource that is responsible for completing the task. More than one resource can be assigned to a task. Work resources, material resources, can be assigned to tasks. Unlike work resources, assigning material resources to a task does not affect task scheduling.

For example, in your project you have a task named Develop specifications. You also have an engineering resource, Sean. If you assign Sean to the Develop specifications task, the scheduling of this task depends on Sean's resource calendar and assignment units, in addition to task information such as duration, task dependencies, constraints, and calendars.

In addition to scheduling according to task information, after you assign resources to the tasks in your project, application has additional resource and assignment information to use in calculating schedule information, including:

 Work
The amount of work or overtime work the resource is assigned to do, and how that work is distributed over time. Work distribution over time can also be affected by work contours.
 Assignment units
The number of assignment units for the resource, that is, part-time, full-time, or multiple, on the task.
 Task type
The task type, which affects how a schedule changes if you revise the existing assignment. The three task types are fixed unit, fixed duration, and fixed work.
 Calendars
Resource calendars. Application schedules the assigned resources based on the working and nonworking times indicated on their resource calendars.

How can I remove an assigned resource from a task?

You can remove a resource from a task by going to the “Resource” menu and pressing on the “Assign” option. A dialog will appear in which you have to select the resource you want to remove then click on the “Remove” button and press “OK”.

Step by step on how to assign resources:

1. Assign resource using Resource Name column.

If Resource Name column is not present in your table, right click on grid columns and select insert column and select "Resource Names", if it is present just write or select the resource/resources you want to add. Set the resource units or the number of items.

 

2. Assign Resource using Task Information dialog  

Open Task Information dialog and in Resource tab write or select the resource/resources you want to add. Set the resource units or the number of items.

3.  Assign Resource using Assign resources dialog.

Select the desired task in the grid then go to menu Resource - Assign. In Assign Resource dialog, select the desired resource and click on Assign button. Set the resource units or the number of items.

4. Assign resource type Material  

First add resources like equipment and materials using Resource Sheet view. 

Define resource type using Type column select Material type. 

Then, go to Gantt Chart view, locate in Resource Names column the desired material resource.  

Note: If you have a single task with a lot of people assigned, making changes in the Resource Names column may not work. 

For tasks where you need a lot of resources assigned, it's best to make your assignments, and make changes to those assignments, in the Task Information dialog box. On the Resources tab, you can assign a longer list of resources to the task.