Create resource assignments

Create resource assignments to request a portion of team or resource capacity for project or demand.

Before you begin

• Migrate resource plans and cost plans to Next Experience
• Set the resource planning property to true to create work with only resource assignments. For more information, see Enable attribute-based resource assignments.
• Role required: resource_user, resource_manager, it_project_manager, demand_manager, admin

Procedure

1. Use one of the following options to open a project or a demand.

   • To open a project, navigate to All > Project > Projects > All and open a project.
   • To open a demand, navigate to All > Demand > Demands > All and open a demand.
   • On the Resource assignments related list, select New.

2. On the Resource assignment form, fill the fields.

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

3. Select Submit.

   Tip: You can edit the child resource assignments from the list view.

Parent Topic:Migration of resource plans and cost plans