Create resource assignments and operation resource assignments in Resource Management Workspace

Create and assign resource assignments and operation resource assignments from Resource Management Workspace.

始める前に

Role required: resource_user, resource_manager, It_project_manager

手順

1. Navigate to Workspaces > Resource Management Workspace.
2. Select the Resource cards icon () from the menu and open a resource card.
3. Create resource assignments using one of the following options.

   Option	Procedure
   Create a resource assignment	Select New or select New Resource Assignment from the more actions list. On the New Resource Assignment form, fill in the fields. For a description of the field names, see New Resource Assignment form.
   Create operational resource assignment	Select New operational Assignment from the more actions list. On the New Operational Assignment form, fill in the fields. For a description of the field names, see New Operational Assignment form.

4. Select Submit.

タスクの結果

Resource assignment is created. You can filter and view this assignment in the lower tray of Unassigned tasks.

If an assignment is made for a resource from the resource board and if it's within the selected date range, the assignment shows up nested under the selected resource in real-time.