As you define your project workplan, you assign resources to tasks. You can select these resources from the planning resource list associated with your workplan.
When you want to assign a planning resource to a task, you go to the Resources subtab of the Task Details page. If your planning resource list has resource classes enabled, you start by choosing the class of the resource that you would like to assign. You can assign planning resources from any of the four resource classes to a task. These resource classes are:
People: The system tracks assignments belonging to this resource class in hours. You use team roles to give project-level assignments to people class resources.
Equipment: Assignments belonging to this resource class enable you to track cost expenditures related to the use of equipment.
Material Items: Assignments of this resource class enable you to track usage of material items on tasks.
Financial Elements: Assignments of this resource class enable you to track miscellaneous task expenditures.
After you choose the resource class of the planning resource that you want to add, you go to the Assign Planning Resources page, where you can select one or more planning resources of the resource class you specified from the planning resource list.
If you associate your workplan with a planning resource list that has disabled resource classes, you do not choose a resource class in order to select a planning resource.
Each planning resource can only be assigned once to a task. If you need to assign the planning resource for two distinct time periods, you must create a single assignment that encompasses both assignment periods.
For more information about planning resources and planning resource lists, see: Resources.
After you assign your resources you can use the Resources tab of the Task Details page to maintain those assignments. You can define assignment schedule dates, planned quantities, and override the rates that the system uses to cost the planned quantity. However, if your assigned resources are not associated to a resource class, you must enter only planned amounts. For more information, see Managing Workplan Effort and Cost.