Open a resource assignment from Project Workspace

  • Release version: Australia
  • Updated June 2, 2026
  • 1 minute to read

    • Open a resource assignment record directly from the resource pane in Project Workspace to view additional details about the assignment without leaving the project.

    Before you begin

    Role required: it_project_manager

    About this task

    Make sure the resource assignment is visible in the bottom resource pane of the project.

    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 assignment pane, select the row context menu (Row context menu.) of resource assignment record and then select Open resource assignment.
      The resource assignment record opens in the side panel, displaying all details for the selected assignment.
    6. Fill in the details in the form and select Update.
      For a description of the field names, see New Resource Assignment form.