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: 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 Detail page appears.

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

Related Concepts

Assignments and Schedules

About Scheduling Strategies

Reference

Assignment Detail Fields

Assignment Schedule Fields

Assign Resource to Project Fields

Close Assignments Fields

Self-Assignment Fields

© Copyright 2009-2018 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.