Add Resource Assignment

To access this screen:

  • Home ribbon >> Editing >> Assign.

  • Editing ribbon >> Insert >> Assign Resource.

Add one or more resources to a task in your schedule.

To assign a resource to a task:

  1. Select the task(s) to which you want to assign the resource in the task table.
  2. Display the Add/Remove Assignment screen.

  3. Select the resource to assign on the left of the screen.

    Note: The properties associated with the resource when it was created are displayed. You can either use these default values or change them (see below).

  4. Specify the type of assignment
    • Driving—The task duration depends on this resource. In this case you can edit both the number of resources to assign and the rate.
    • Required—The rate is determined by the resource-bound value, but you can set the number of resources to assign.
    • Effort Driven—The number of resources here is set by the task itself and the resource rate.
  5. Specify the Number of resources to assign to the task.

  6. Either enter a Production rate (say, 300/mo or 2500/y, for example) or check Select from production rate table to work out the rate based on Project Settings. This determines the assignment rate from the production rate table assigned to the resource.

  7. Click Add to apply the resource to the schedule.

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