Resource - Automate Task Assignment

[TheJoeDC]

We are rolling out SPM resource management and our PM's don't like "double entry" of task and resource assignments

Current flow:

1) PM creates project, creates task, creates the resource request by role

2) Resource Manager assigns resource

3) PM approves assignment, then has to populate the task assignment group and assigned to

Anyone built any automations on the task assignment or a better process?

Thanks

[Arnab19]

Hi,

Need more clarity on why step 3 needs to be done. Once the resource assignment has been created and staffed with named resource, do you want to populate the fields "assignment group" and "assigned to" ? 

[TheJoeDC]

Correct the tasks "Assignment group" and "assigned to"

Wondering if anyone has implemented automatic populate of those once resource is approved as below:

[nsp]

you can write a BR on resource assignment table and update in the relevant task assignment group and assigned to