When reassigning work, you are automatically presented with the people or resources who most closely match the original assignee based on pre-filtered criteria. When creating new assignments, use the same filtering logic to find who or what you’re looking for.
Assign Work to Team Members in 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 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:
- On the schedule, click a phase or white space.
- Select Add Team Member
- In the pop-up menu, enter your criteria, for example, Role, Discipline, or Custom Fields.
- 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.
Only Resourcing Admins, Portfolio Editors, Project Editors, and People Schedulers can assign work. Project Editors can only assign work on projects they own.
- On the schedule, click the assignment and then click Reassign.
