Create a resource assignment for a user in Project Workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Use Project Workspace to create a user-based Resource assignment. User records store information about individuals who access your instance or application. These records can be assigned to groups and roles to determine what records and actions can be accessed by individuals.

    Before you begin

    Role required: admin or it_project_manager

    Procedure

    1. Navigate to Workspaces > Project Workspace and open a project.
    2. View the resource assignment pane by enabling the Resource assignments toggle button.
      Note:
      If the sn_pw.enable_resource_planning property is set to true, then the Resource assignment toggle button and resource assignment pane are displayed in Project Workspace. The default value is false. You must have the pps_admin role to enable this property.
    3. From the Planning pane, double-click the Resource assignees field for a project task.

      You can assign the resources from both planning and resource assignment pane.

    4. From the resource assignment pane, create a resource assignment for a project or task by selecting Add resource.
      You can create a resource assignment for a project from the resource assignment pane only.
    5. From the resource assignee list, select a user or group and press Enter.
      When you create a resource assignment, the user or group allocation is based on the selected effort type. For example, when you add a user and the effort type is selected as hours, the allocations are displayed in hours.
      A resource assignment record is created and auto-saved. The resource assignment form auto-populates the project or task information.
    6. Select the expense type of the assignment based on the work as Opex or Capex.
      A resource can use this information while capturing efforts using the time sheet portal. Once the time sheet is approved, an expense line is created for the project capturing the expense as capex or opex, based on the selected expense type.