Contents of the Assign Resources to Project Dialog Box

Use the fields and options to assign resources to work on the project or opportunity that you selected in Project View.

Field Description
Search By default, the dialog box displays all resources, but you can use either or both of the two Search fields to restrict the list:
  • In the top Search field, select a standard search or a saved custom search. The following are the standard searches:
    • All Resources: Returns all active employees and generic resources.
    • All Employees: Returns all active employees. Excludes generic resources.
    • Employees I Supervise: Returns all active employees for whom you are the supervisor.
    • Generic Resources: Returns all active generic resources. Excludes employees.
    • Resources in My Organization: Returns all active employees and generic resources that are assigned to the same organization as you are. The search looks at the full organization name only, and works with either the Full or Variable organization option. If DPS is not configured to use organizations, this option is not available.

    The custom searches that are available for selecting resources in Project View are available here also. No inactive resources are included in custom search results.

  • In the bottom Search field, enter one or more search characters to further restrict the selection list. DPS displays a list of resources for which at least one of the following starts with those search characters: employee preferred name, employee first name, employee last name, employee name suffix, employee ID, generic resource name, labor category. This search is applied only to the list of resources that was returned by the search that you selected in the top Search field.

When you select a search in the top Search field, employees are listed first, followed by generic resources, if the search results include both types of resources. However, if you use the bottom Search field, the results are sorted alphabetically by name, so employees and generic resources are likely to be intermingled.

Resource

This grid column displays a list of the resources based on your entries in the two Search fields.

Select the check boxes next to the resources that you want to assign to the project. The number selected displays below the grid.

Click the name to display a tooltip containing additional employee or generic resource information. For an employee, you can view job title, organization, labor category, utilization target percentage, hours per day, status, and email address. For generic resources, you can view organization, labor category, and status.

Scheduled %

For each employee, this grid column displays the percentage of available hours in the plan date range that are currently scheduled for the selected project or for any other project. The plan date range used in this calculation is the date range for the highest-level WBS element displayed in the WBS grid.

Scheduled % = (Employee's total scheduled hours in plan date range / (Employee's hours per day x Total work days in plan date range)) x 100

This column is blank for generic resources.

Clear Selections

If you select some resources and then decide you want to clear all of those selections and start over, click Clear Selections.

If no resources are selected, this option does not display.

Hard Book

If you consider the new assignments hard booked, select this check box.

This check box is only available if DPS is configured to use soft and hard booking and if you have the required security access to hard book assignments.

Select and Level

This grid displays the WBS hierarchy in Level, along with any existing resource assignments. If you opened the Assign Resources to Project dialog box from the top-level project row in the Project View grid, the entire WBS hierarchy for that project is available in this grid. If you opened the dialog box from a lower-level WBS element, only that element and the part of the hierarchy under that element are available. Expand the hierarchy to display the WBS elements to which you want to assign the selected resources, and click + in Select next to each of those elements.

These new assignments are only pending assignments at this point. The actual assignments and update of the plan occur when you click the Assign button at the bottom of the dialog box. The number of pending assignments displays next to the Assign button.

You can only assign resources to the lowest-level WBS elements in each branch of the WBS. A + displays only next to those elements. You can also expand lowest-level elements to display any resources that are already assigned to them.

If you add an assignment and then want to remove that assignment, hover over the resource row in the WBS grid and click at the end of the row.

This option is only available for pending resource assignments. To delete an assignment that was added to the plan previously, use the deletion option in either the Project View grid or the Resource View grid.

Assign Click this button to confirm the assignments, close the dialog box, and update the plan information in the Project View grid.
Parent Topic: Assign Resources to Project Dialog Box