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Migration of resource plans and cost plans › Resource Management classic › Project Portfolio Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create operational resource assignments

Create operational resource assignments to allocate a portion of team or resource capacity for operational work such as administration work, meetings, trainings, and so on.

Before you begin

Role required: resource_user, resource_manager, it_project_manager, demand_manager, admin

Procedure

  1. Navigate to All > Resource Assignment > Create Operational Resource Assignments.

  2. On the Resource Assignment form, fill in the fields.

    For a description of the field names, see Resource assignment form.

  3. Select Submit.

Result

Operational resource assignment is created. You can navigate to All > Resource Assignment > Operational Resource Assignments view the list of operational resource assignments.

Parent Topic:Migration of resource plans and cost plans