Create a resource assignment for a group in Project Workspace

  • Release version: Xanadu
  • Updated January 30, 2025
  • 1 minute to read

    • Use Project Workspace to create a group and associate it to your resource assignment. You can associate a set of users who share a common purpose to a group.

    Before you begin

    Role required: admin or it_project_manager

    About this task

    Create group and assign roles to them. Users assigned to the group inherit the roles.

    Procedure

    1. Navigate to All > User Administration > Groups.
    2. Create a group.

      For more information on how to create a group, see Create a user group.

    3. Assign the pps_resource role to a group required for group-based resource assignment.
      For more information on how to assign a role to a group, see Assign a role to a group.
    4. Add members to the group so that the users inherit all the roles assigned to the group.
      For more information, see Add a user to a group.
    5. Navigate to Workspaces > Project Workspace and open a project.
    6. 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.

    7. In the Resource field, select the group from step 2 and press Enter.
      Note:
      When you select a group in the Resource field, the assignment is created in the Pending state. When an assignment type is set to group, an assignment is created for all the members of the group, and the allocation hours are split evenly for all the members of that group.

      Group resource assignments.

      Modify the resource status and effort values of the child assignments through the new modal.

      A resource assignment record for the group is created and auto-saved. The resource assignment is created for all group members who have this group as their primary resource group.