This action is only possible if the Allocated Effort has been accepted by the Project Manager.
Log in to the HTML5 client.
Select the Resources workspace, Project Allocations tab (PM).
Select a project in the Project Data Selector.
In the Allocations tile, click on the OVERVIEW button to display the Project Allocations full screen view, Allocations tab, Resources Overview sub-tab.
If needed, use the Filters panel (
) to narrow down the list of Allocations found in the spreadsheet.Click on the More (
) button of the named Resource you want to assign to the selected project.If the Resource does not yet belong to the Project Team, select the Add to Team command.
Then click on the More (
) button, and select one of the following commands:Quick Assign – If the Allocation is created at the Project level, the user is prompted to select the Task the Resource will be assigned to, and to select whether the assignment should be done in a Uniform way (based on the default rate) or Non-Uniform way (based on the Allocated Effort). If the Allocation is created at the Task Level, the request will be accepted and the corresponding soft assignment is fulfilled with the resource upon clicking on the command.
Assign/Fulfill from Allocation – Opens the Assign from Allocation dialog box.
Click on the Close (
) button to close the Project Allocations full screen view.