Assigning and Scheduling Resources

Use the Resources tab to define a specific resource for a task. The task owner assigns and schedules the required resources after selecting the best available options. Perform the following steps to assign and schedule resources.

arrow icon   Steps:

  1. With your task information displayed in the window, click More.

    The Task Details window opens.

  2. In the Requirements region of the Resources tab, select the resource type from the list of values (LOV).

  3. Enter a numerical value in the Unit field.

    The unit value determines the number of resources needed to complete the task.

  4. Select the Enabled check box to activate varied resources according to the task.

    Use this option to select live resources when updating.

  5. In the Assignment region, select the resource type and name from the LOV.

  6. If you want to schedule a resource, select the Schedule check box.

    Enter scheduled distance and duration values and select a unit of measure.

  7. For tracking purposes, update the Actual fields after task completion.

  8. Save your task.