How to create Hard Assignments

Creating a Hard assignment corresponds to assigning a named resource to the task.

Tip

If no resources are displayed, verify that a Project Team has been defined for the project by clicking on the Edit (EditColor ) button available in the Main toolbar.

Important

If your Schedule Mode is "Critical Chain", do not forget to select the Planning Mode. The Switch to Tracking Mode (alarm22_md.png) button must be displayed in the Main toolbar.

  1. Log in to the HTML5 client.

  2. Select the Work workspace, Gantt tab.

  3. Select a project in the Project Data Selector.

One selected task

  1. Select a task in the Gantt spreadsheet to display the Task panel.

  2. Select the Assignments tab (viewmode_activeresourceutilization22_md.png).

  3. Click on the NEW button and select the Hard Assignment command.

  4. The Assign Resources dialog box is displayed.

  5. Click on the AddRoundGreen button of the resource you want to assign.

  6. Click on the More (MoreVertical) button and select the Edit Details command.

  7. In the Labor Assignment dialog box, modify the Rate and the Total Effort if need be.

  8. Click on the CLOSE button (highlighted in blue).

  9. Click on the DONE button to close the Assign Resources dialog box.

  10. The Resource has been added to the Task panel.

Tip

The Assign Resources dialog box can also be displayed by clicking on the Assign (AddResources) button available in the Gantt toolbar, and by choosing the Hard Assignment command.

Several selected tasks

  1. Select several tasks in the Gantt spreadsheet by ticking their respective checkboxes.

  2. The Assignment panel is displayed.

  3. In the Quick Assign section, click on the Browse (Hamburger) button of the Select Resource field.

  4. In the popup, click on the resource to be assigned.

  5. The Nominative Resource you selected becomes the active one in the Quick Assign section.

  6. Modify the Rate if necessary.

  7. Click on the Add (Icon___Plus_White_on_Blue_Circle_BG.png) button.