You can assign resources to tasks at any time while building your project plan in the Project Scheduling view. The resources can be employees, skillsets or a combination. The following describes how to assign employees to tasks, how to assign skillsets (placeholders) to tasks, and how to replace the placeholders with employees when applicable. Full details on resources and their properties are located in the All about Resources topic.
Prerequisites:
Assigning employees to tasks:
Assign one or more employees to one task Option 1: Select the employees from the right side pane and drag them on top of the task's timeline bar in the Gantt area. Option 2: Drag the employees on top of the task's name in the Task column.
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PROJECT PLANNING
Setup Overview Leveling a project's resources Operational Questions Do we have resources to take on a project? How long will a new project take? How is a project doing vs. its budget? |
Notes:
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Assign one or more employees to multiple tasks
Select the tasks by clicking on the task names.
(Use the Shift key to select adjacent tasks or the Ctrl key to select non adjacent tasks.)
Click and drag the employees on top of any of the selected tasks in the Task column.
Removing an employee from a task (Unassign)
Right click on the employee name located to the right of the task bar and select Delete Assignments .
Skillsets are useful in project scheduling when the type of work to be performed can be reasonably defined (Mechanical Engineer, Interface Designer, etc.) but the exact employee to assign to the work cannot be finalized. Using skillsets permits a manager to create a detailed project plan without having to know exactly which employee will work on a task, and then assign employees at a later date. This feature can be important in lengthy projects. Using skillsets does not diminish the cost planning aspects of project scheduling as hourly rates can be defined for each skillset.
When you assign a skillset to a task, a placeholder is automatically created (in the lower right pane) and the placeholder is assigned to the task instead of the original skillset. The creation of placeholders is important when the time comes to replace these temporary assignments with employees. The placeholder's name is created using the skillset's name plus a sequential number. For example, the first time the Web Designer skillset is assigned to a task, the Web Designer 1 placeholder is created. The Web Designer 2 placeholder is created the second time the skillset is assigned. You have the option to always use the first placeholder created (Web Designer 1) by dragging and dropping it on tasks instead of using the skillset.
Assign a skillset to a task
Prerequisite:
Skillsets must have already been created. Click the New Skillset button on the Skillset toolbar. See Skillset for full details on creating skillsets.
Option 1: Select the skillset from the right side pane and drag it on top of the task's timeline bar in the Gantt area.
Option 2: Drag the skillset on top of the task's name in the Task column.
Notes:
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Select the Placeholder in the bottom right side pane.
Click the Replace Resource button on the toolbar located immediately above the list of placeholders.
Select the Employee to assign. The default Employee list only shows the employees assigned to the original skillset. You have the option to Show all Employees in the list.
You have the option to use the employee's default rates, the original skillset rates, apply different rates or use the rates already applied.
Click OK.
WHAT'S NEXT
Level the project's resource assignments to make sure no employees are overbooked.