Create resource assignments

Versão de lançamento: Australia

Atualizado 12 de mar. de 2026

1 min. de leitura

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

Antes de Iniciar

Migrate resource plans and cost plans for projects and demands
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

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.
On the Resource assignment form, fill the fields.
For a description of the field names, see Resource assignment form.
Select Submit.

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