Create resource assignments and operation resource assignments in Resource Management Workspace

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

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

    Vorbereitungen

    Role required: resource_user, resource_manager, It_project_manager

    Prozedur

    1. Navigate to Workspaces > Resource Management Workspace.
    2. Select the Resource cards icon (Resource cards icon.) from the menu and open a resource card.
    3. Create resource assignments using one of the following options.
      OptionProcedure
      Create a resource assignment
      1. Select New or select New Resource Assignment from the more actions list.
      2. 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
      1. Select New operational Assignment from the more actions list.
      2. On the New Operational Assignment form, fill in the fields.

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

    Ergebnisse

    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.