Assign a user, resource pool, discipline, or schedule member to one or more schedule tasks

As the schedule coordinator, you can assign and maintain the resources responsible for working on each schedule task by assigning the task to a user, a resource pool, or a discipline. Use resource pools if you want to allow open-ended task assignments, which permit any user to accept responsibility for a task that is assigned to a group, role, or a role in a group. Use disciplines, such as change analyst or engineer, if you do not know the actual user that you want to assign to the task — disciplines act as a placeholder for the task assignment until you know which specific user to assign.

From the schedule's Task tab you can add a single user, resource pool, or discipline to one or more schedule tasks. From the schedule task's Resources section, you can add a single user to a single schedule task.

Note: Assigning a user to a schedule task also adds the user to the schedule membership as a participant (team member).

Procedure

1. Navigate to the schedule in your folder structure or from the Gantt view.

2. Select the desired schedule from the list.

3. Click the Tasks tab.

4. Select a task, or enter multiselect mode to select multiple tasks from the list, and click More Commands > Manage > Assign/Unassign Resources.

5. In the Assign/Unassign Resources panel, click Add and select a user from the list or use the search box to quickly find a user.

6. (Optional) Click Resource Load on the resource's tile to view the resource's work load before committing to the assignment.

   You must be assigned to the Resource Graph Viewers role to view the resource's work load.

7. (Optional) Click the Filter icon for additional search filters.

8. Click Add.

9. Click Save.