Assigning Resources Directly by Name

Your administrator can edit the " Project Field Sets" and "Assignment Field Sets" to modify the fields that appear on this page.
  1. Click Assign Resource on the Assignments related list for the project to which you want to assign resources.

    Image: Clicking the Assign Resource Button
  2. On the Assign Resource to Project page, complete the fields described in "Assign Resource to Project Fields".
    Tip
    When assigning a resource on the Assign Resource to Project page you can create the assignment with the resource's Cost Rate Amount and Currency. To do this, clear the Use Default Cost Rate checkbox and select Resource Currency from the drop-down list.

    A schedule is created, based on the scheduling strategy you selected.

  3. Click Create Assignment.

    The Assignment Edit page appears.

  4. Make the changes you want as described in "Assignment Detail Fields".
  5. Click Save.

Concept Information

Assignments and Schedules

About Scheduling Strategies

Reference Materials

Assignment Detail Fields

Assignment Schedule Fields

Assign Resource to Project Fields

Close Assignments Fields

Self-Assignment Fields

© 2009-2015 FinancialForce.com, inc All rights reserved. FinancialForce and FinancialForce.com are registered trademarks, and the FinancialForce.com logo is a trademark. Other product names appearing herein may be trademarks.
This document contains proprietary information of FinancialForce.com, inc and its licensors, and is subject to change without notice.