Wondering how resource assignment is meant to work with projects/project tasks

[KC_SN3]

The project managers at my organization are finding it difficult to understand what work people currently have and are going to have in the upcoming months. I found the Resource Management Workspace, which seems like it would be helpful in figuring out people's capacity, but I can't figure out how projects and resource assignments are supposed to work together. As it is right now, it seems like you are supposed to manually create all of the resource assignments. I would like to set it up so that when a project is created, it creates a resource board linked to it, and when a project task is created, it creates a resource assignment linked to it. 

I tried creating business rules to do this, but I run into an issue with an out of box business rule stopping the creation of the resource assignment (sn_plng_att_core_resource_assignment) because a start date and end date are required on the project task. The start date and end date that it wants, though, is the actual start and end dates (work_start and work_end), implying that the project task is already completed before the resource assignment can be created, so I don't think that is the right approach.

I saw this community post , which is a tutorial for auto-creating resource assignments for project tasks when they are created from a template. That does work to create placeholder resource assignments, but they would still need to be filled in with the assigned to, and not all of our projects can be created from templates.

I'm wondering if I am missing something with the intended use of resource management, or if anybody is doing anything similar and could point me in the right direction.

[Its_Azar]

Hi there @KC_SN3 

Use role-based placeholder assignments

Create resource assignments with roles (e.g., Developer, Tester) and Later convert them to named resources

This is the most common enterprise pattern.