Connect Employees to Resource Group

Explanation

Perform this activity to connect an employee allocation to an activity resource assignment. The employee must have been connected to a project activity since a resource can only be assigned on the activity level. In other words, only employees which have been allocated on the activity level can be connected to a resource group.

When an employee has been allocated to an activity, which in turn has been assigned with a resource group, the employee will be automatically identified as a fulfilled requirement of the resource group.   

Prerequisites

• A resource group must exist with the same company as the project.
• An employee must be allocated to the activity.

System Effects

Resource requirement is satisfied. Allocated Hours and Unallocated Hours on the resource will reflect the number of hours satisfied by the allocated employees.

Window

Project Navigator/Resource/Employee Allocation
Activity/Resource/ Employee Allocation

Related Window Descriptions

Project Navigator/Resource/Resource Planning
Project Navigator/Resource/Employee Allocations 

Procedure

1. Open the Activitywindow and then query for the desired activity, or open the Project Navigator window query for the required project and select an activity in the project navigator.
2. Select the Resource tab window and then click the Employee Allocation tab.  
3. Create a new record and select the resource to connect in the Resource Group field or select the resource to connect in the Resource Group field for one of the existing records. Use the List of Values to get the list of existing resource assignments for the activity.
4. Save the changes.  
5. Select the Resource Planning tab. Note that by connecting an employee allocation to a resource group assignment, the Allocated and Unallocated fields are updated for the resource assignment.