Create and manage resource assignments

Create and manage resource assignments for a demand to find the availability of the resources and allocate them to the demand tasks. Effective resource assignment ensures that demands are adequately staffed and helps demand managers track resource availability and utilization.

시작하기 전에

Role required: it_demand_manager

프로시저

1. Open a demand from the home page of Next Experience for Demand Management.
   For more information, see Access demands.
2. Select Details from the L-2 (level 2) navigation menu.
3. Select Resource Assignments.
   주:

   If the Resource Assignments tab isn’t visible, select More and then select Resource Assignments.
4. Add or edit a resource assignment record:
   • To add a resource assignment record, select New.
   • To update the details of an existing resource assignment record, select the record.
5. On the Create New Resource assignment form, fill in the fields.
   For a description of the field names, see Create resource assignment form.
6. Select Save.
   주:

   • To delete a resource assignment record, select the record and select Delete from the More Actions option.
   • Alternatively, you can create, edit, or delete resource assignment records using the Estimate resource requirements playbook activity. For more information, see Use Playbooks.
   After completing your work on the resource assignment record, use the breadcrumb navigation to return to the Resource Assignments tab.

관련 태스크

• Use Playbooks

관련 참조

• Demand default playbook stages and activities
• Create resource assignment form