Create a resource assignment for a user in Project Workspace

  • Release version: Xanadu
  • Updated January 30, 2025
  • 1 minute to read

    • Use Project Workspace to create a user-based Resource assignment. User records store information about individuals who access your instance or application. These records can be assigned to groups and roles to determine what records and actions can be accessed by individuals.

    Before you begin

    Role required: admin or it_project_manager

    Procedure

    1. Navigate to All > User Administration > Users.
    2. Create a user.
    3. Assign the pps_resource role to the users required for user-based resource assignment.
      For more information on how to assign a role, see Assign a role to a user.
    4. Navigate to Workspaces > Project Workspace and open a project.
    5. From the Planning pane, double-click the Resource assignees field for a project task.
    6. In the Resource field, select the user from step 2 and press Enter.
      The Resource status column helps to identify any Pending or Unapproved work items assigned to a resource.
      Note:
      The status of the assigned work is rolled up to the resource level and the resource card level. If there are any pending or unassigned work items in the top tray, the rolled up status at resource level and card level shows Pending.

      User-based resource assignments.

      A resource assignment record for the user is created and auto-saved.