Using Resource Management Workspace › Use › Resource Management Workspace › Project Portfolio Management › Strategic Portfolio Management

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create resource assignments in Resource Management Workspace

Create and assign resource assignments and operation resource assignments from Resource Management Workspace.

Before you begin

Role required: resource_user, resource_manager, It_project_manager

Procedure

Navigate to Workspaces > Resource Management Workspace.
Select the Resource cards icon (

Image omitted: rmw-resource-cards-L1-icon.png
Resource cards icon.\) from the menu and open a resource card.

Create resource assignments using one of the following options.

Option

Procedure

Create a resource assignment

Select New or select New Resource Assignment from the more actions list.
On the New Resource Assignment form, fill in the fields.

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

Create operational resource assignment

Select New operational Assignment from the more actions list.
On the New Operational Assignment form, fill in the fields.

For a description of the field names, see New Operational Assignment form.

Select Submit.

Result

Resource assignment is created. You can filter and view this assignment in the lower tray of Unassigned tasks.

If an assignment is made for a resource from the resource board and if it's within the selected date range, the assignment shows up nested under the selected resource in real-time.

Parent Topic:Using Resource Management Workspace