Update resource assignment from Project Workspace
Update a resource assignment that is associated with a project or project task.
Before you begin
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.
About this task
Before updating a resource assignment, verify the following to ensure accurate and effective resource allocation:
- Resource availability: Check that the resource has available capacity during the assignment period. Overallocated resources are indicated with a warning icon.
- Primary attributes: Verify the resource has the required primary attributes such as, skills or roles matching the project task requirements.
- Existing allocations: Review the resource's current assignments across all projects to avoid conflicts or overutilization.
- Group vs. individual: If updating a group resource assignment, note that status changes roll down to all child (individual) resource assignments. Similarly, individual status changes roll up to the group assignment.
- Assignment status: Verify the assignment is in the correct state (Requested, Assigned, or Approved) before making changes.