Update a resource assignment from Project Workspace

Update a resource assignment that is associated with a project or project task.

Avant de commencer

Role required: it_project_manager

In Resource Assignments, any changes made to the status of group resource assignment roll down to all associated child resource assignments status. Similarly, any changes made to the status of child resource assignments automatically roll up to the corresponding group resource assignment status.

Procédure

1. Navigate to Workspaces > Project Workspace and open a project.
2. View the resource assignment pane by enabling the Resource assignments toggle button.
3. On the resource assignment pane, double-click any cell to edit the entire row.
4. Edit the desired field, and select anywhere on the data grid to save the details.
   The resource assignment is updated in the resource assignment pane.

   Remarque :

   When a resource is added on an empty resource assignment, which has more than one Full-time equivalent (FTE) effort, then an additional row is created automatically and the resource assignment is auto-updated in both the rows.

   Extend, edit, or delete the resource assignments using the row context menu in resource assignment pane.