Associate a Workspace Resource with a Role

The roles you associate with a resource describe the skill capabilities and job titles of the resource. Role associations enable you to assign roles to activities during the early stages of project planning before specific resource requirements are known. You can later staff the roles with an associated resource. This functionality is optional, as you can also choose to directly assign roles and resources to your project's activities.

Associated workspace-level resources and roles must be owned by the same workspace. You can only associate labor and nonlabor resources with roles.

To associate a workspace resource with a role:

1. Navigate to the workspace resource page
   1. In the object selector, select  Workspace, select View Workspaces List, and then select a workspace name.
   2. From the  Main Menu, select  Resources, and then select Resource List.
2. In the table, select the resource.
3. Select the Roles detail window.
4. Select Assign.
5. In the Assign Roles dialog box, select one or more roles to associate with the resource, and then select Assign.
6. (Optional) Designate one of your associated roles as the Primary Role for the resource. When the resource is assigned to an activity, the primary role will also be assigned.
7. In the Proficiency list, select the resource's experience level with each associated role.
8. All changes made to this page are saved automatically.

Tips

• The Owned By column indicates the workspace or project to which the resource belongs. Most resource information can only be edited in the workspace or project where it is owned.