Copy a resource assignment from Project Workspace

Release version: Australia

Updated June 3, 2026

1 minute to read

Copy a resource assignment record directly from the resource pane in Project Workspace.

Before you begin

Role required: it_project_manager

Make sure the resource assignment is visible in the bottom resource pane of the project.

Navigate to Workspaces > Project Workspace and open a project.
View the resource assignment pane by enabling the Resource assignments toggle button.

Note:
If the sn_pw.enable_resource_planning property is set to true, then the Resource assignment toggle button and resource assignment pane are displayed in Project Workspace. The default value is false. You must have the pps_admin role to enable this property.
From the Planning pane, double-click the Resource assignees field for a project task.

You can assign the resources from both planning and resource assignment pane.
From the resource assignment pane, create a resource assignment for a project or task by selecting Add resource.
You can create a resource assignment for a project from the resource assignment pane only.
From the resource assignment pane, select the row context menu () of resource assignment record and then select Copy resource assignment.
A duplicate resource assignment record opens in the side panel with pre-populated fields.
Update the resource assignment and select Submit.
For a description of the field names, see New Resource Assignment form.