Create an attribute-based resource assignment

Create an attribute-based resource assignment in Project Workspace. You can pre-define attributes based on your requirement.

Before you begin

Role required: pps_admin or it_project_manager

Procedure

1. Create a planning attribute.
   Note:

   If the assignment is attribute-based, then the assignment is created in the Unassigned state. You should have the pps_admin role to configure the planning attributes.
2. Navigate to All > Employee Profile > Employee Profiles.
3. Create an employee profile.
   For more information, see Activate Employee Profile.
4. Navigate to Workspaces > Project Workspace and open a project.
5. 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.

6. In the Resource field, select an attribute-based role, group, or skill from the list and then press Enter.
   You can create new custom attributes, such as location, in addition to group, skill, and role, and can also leverage these custom attributes to create resource assignments.

Result

A resource assignment record for an attribute is created and auto-saved.

Note:

The Primary group, Primary skill, and Primary role attributes can be enabled for the Resource Management. You can create more attributes based on your requirement.