Assign Work to Team Members in Resource Management

Applies to

Resource Management

Resource Management has filtering tools that help you find the best person for the work you need to assign based on criteria filtering logic. Additionally, when you reassign work, Resource Management automatically shows you people who most closely match with the person you need to replace. 

Finding the right people for projects

When adding a Person or Placeholder to a project, you can search for a specific team member or filter by criteria such as Role, Discipline, or Custom Fields.

To filter and find the best people for your projects:

  1. On the schedule, click a phase or white space.
  2. Select Add Team Member
  3. In the pop-up menu, enter your criteria, for example, Role, Discipline, or Custom Fields.
  4. Refine your filters as needed. Matches will appear under Matching People and Matching Placeholders.

If you’re looking for a specific person, scroll through the list at the bottom of the pop-up. 

Reassigning work

When you reassign work, the attributes of that specific team member are automatically selected as filters. Your list automatically displays People and Placeholders matching their criteria (such as Discipline and Role). Remove or add additional filters to modify your results.

  • On the schedule, click the assignment and then click Reassign.

Image showing an assignment selected. Focus on the reassign menu with the resulting options displayed.