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PD Ware Inc. Production

Assign Resources

Summary

The Assign Resources dialog is a shortcut alternative to the Insert Assignment dialog. From a resource sheet, simply select cells in one or more resource rows, right click in the selection, and choose Assign Resources from the right click menu. The dialog displays candidate projects to which you can assign the selected resource(s).

Alternatively, from a project sheet, select cells in one or more desired project rows, and choose Assign Resources from the right click menu. The dialog now shows candidate resources or skills for assignment to the selected projects. By default, the initial candidate list will NOT result in any duplicate assignments, meaning that existing assignment combinations are not shown in the candidate list.

The Dialog and its Parts

Assigning Resources from a Resource Sheet

See it in action: view a short video

Step by step instruction

1.    Select one or more resources on a resource sheet (e.g. Resource Data, Resource Capacity, Resource Utilization).

2.    Right click in the selection, and click Assign Resources.

The selected resources are the "target" with which one or more projects will be associated to create assignments.

The candidate list excludes any project that already has an assignment for the selected resources.

3.    Select one or more projects in the Assign Resources dialog.

4.    Click the Insert button.

An assignment row on the Effort Forecasts sheet is created for each target resource on each selected project.

Assigning Resources from a Project Sheet

See it in action: view a short video

Step by step instruction

1.    Select one or more projects on a project sheet (e.g. Project Data, Project Demand)

2.    Right click in the selection, and click Assign Resources.

The selected projects are the "target" with which one or more resources will be associated to create named resource assignments.

The candidate list excludes any resource that already has an assignment on the selected projects.

3.    Filter the candidate resource list by selecting a resource node in the Candidate Organization Filter drop down box.

4.    Select one or more resources in the Assign Resources dialog.

5.    Click the Insert button.

An assignment row on the Effort Forecasts sheet is created for each target project with each selected resource.

Assigning Skills from a Project Sheet 

See it in action: view a short video

Step by step instruction

1.    Select one or more projects on a project sheet (e.g. Project Data, Project Demand)

2.    Right click in the selection, and click Assign Resources.

The selected projects are the "target" with which one or more skills will be associated to create skill assignments.

3.    Check the Show Skills checkbox and select a node from the resource tree in the Candidate Organization Filter drop down.

The candidate list now contains both Primary and any Secondary skills of all resources within the selected organization node.

The candidate list excludes any node-skill-project combination that already has an assignment.

4.    Select one or more skills in the Assign Resources dialog.

5.    Click the Insert button.

A skill assignment row on the Effort Forecasts sheet is created for each specified node-skill-project combination.

 

Advanced Features of the Assign Resources Dialog

 

See it in action: view short videos of advanced features

Automatic insertion of demand values

Navigation action after Insert

Show candidates with existing assignments

Wildcard candidate and organization node list filters

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