Assigning Resources to a Project Task

To assign a resource Closed A contact that works on a project. to a project task Closed A unit of work or collection of work associated with a project.:

Display the Project Task Detail page for the task to which you want to assign resources.
Click New Project Task Assignment.
Enter a PSA resource name, or an external resource name.
Click Save.

Note:

You cannot assign a resources to a parent summary project task.

Concepts

Tasks

Starting, Updating and Completing a Project Task

Creating a Project Task Hierarchy

Creating a Project Task on a Project

Creating Preceding and Dependent Tasks

Starting or Completing Multiple Project Tasks

Mass Linking Project Task Assignments

Managing the Custom Columns, Groupings, and Custom Mappings Used When Creating Assignments from Project Tasks (Lightning)

Managing the Custom Columns, Groupings, and Custom Mappings Used When Creating Resource Requests from Project Tasks (Lightning)

Reference

Project Task Fields

Project Task Assignment Fields

Project Task Dependency Fields

Project Task Points History

Task-Based Resourcing Settings

Create Resource Requests from Project Tasks Lightning Fields

Create Assignments from Project Tasks Lightning Fields