Creating resource assignment

This topic guides you on how to create a new Resource Assignment. For a quick introduction and lifecycle of Resource Management, you can refer to Resource Management Overview.

This operation can be performed by the Resource Manager creator of the parent resource request, Resource Masters and depending on the related entity: Idea Manager of the idea, Demand Manager of the demand, Project Manager of the project and users with additional write access in the project, task user assignee of the task, Portfolio Manager of the portfolio, Portfolio Masters, or entity user assignee of the external entity.

To create a new resource assignment

1. Log in to the Portfolio Management application and click Workspace > Resource Requests and click the required request ID to view the details of the resource request. Make sure the resource request is in Approved status.
2. On the resource request details page, click on Resource Assignment Tab and click on the New Assignment button.

3. On the Resource Assignment Create Page, enter the valid details for the following fields

   Field Labels	Description
   Assigned Resource	Click the associate button, and select the person for which you are creating this assignment.
   Description	This is a special type of field which supports basic formatting, images, tables, and hyperlink. Enter details of the objective, and goal which is fulfilled by addressing this assignment.
   Assignment Type	Type of Assignment: Full-Time, Part-Time, or On-Demand. The assignment type impacts the planning for the resource. This planning is dependent on both the assignment type and the type defined on the resource request (i.e. Individual and Group) Full-Time Individual: Planned Hours are created for the hours allocated in the Allocated Working Hours of the assigned resource, throughout the timeline of the assignment Group: Planned Hours are created with '0' hours throughout the timeline of the assignment so that the members of the resource group are planned. Part-Time Individual: The assigned hours on the resource assignment are divided throughout the timeline of the assignment to create the Planned Hours. Group: A Group-type resource assignment of the type 'Part-Time' is not allowed in the system. On-Demand Individual: Planned Hours are created automatically when a timecard submitted by the assigned resource is approved. Group: Planned Hours are created automatically when a timecard submitted by any of the members of the resource group is approved.
   Allow Overbooking	Allow Overbooking: Yes or No If Allow Overbooking is set to 'Yes' the planned hours for the assigned resource can exceed the tracked hours.
   Billable	Billable: Yes or No
   Assigned Hours	Hours that are required to fulfill this assignment, these hours will be assigned to the resource.
   Start Date	Start date of the assignment.
   End Date	End date of the assignment.
   Attachments	You can associate any document which can be helpful in fulfilling the assignment.

4. Click Save. The new request is created and opened in Draft status.