Create Resource Assignments Using Rapid Assign
Objective
To create a multiple resource assignments with the same details using Rapid Assign in Resource Planning.
Background
Assignments allow you to manage your resources by assigning them to projects. If multiple assignments have the same details, you can use Rapid Assign to assign multiple people at one time.
Things to Consider
- Required User Permissions
- You can manage user visibility of assignments with assignment request statuses. See Configure Assignment Request Statuses for Resource Planning.
Steps
- Navigate to the Company level Resource Planning tool.
- Click Assignments and select Boards.
- Click the Rapid Assign icon.
- Configure the details for the assignments:
Note: Fields marked with an asterisk (*) are required.- Start Day*. Enter the date the work assignment starts.
- End Day*. Enter the date the work assignment ends.
- Date. Enter the specific end date for the assignment.
OR - Weeks. Enter how many weeks the assignment is for.
OR - TBD. If the assignment does not yet have a specific end date.
- Date. Enter the specific end date for the assignment.
- Allocation Type. Select whether the Allocation Type is in Work Hours of Percent. See What is a Resource Allocation Type?
- Assignment Times*
- Project Defaults. Select if you want to use the default working hours for the project. See Edit Project Details in Resource Planning.
- Custom. If you select 'Custom', enter the custom Start Time and End Time.
- Percent*. If you selected 'Percent', enter the percent allocated to the assignment
- Assignment Times*
- Working Days*. Enter the working days needed for the Assignment.
- Status. Select the assignment status. See Configure Assignment and Request Statuses for Resource Planning.
- Assignment Alerts. Choose Send Instantly, Save as Draft, Schedule or Don't Send. See What is an assignment alert in Resource Planning?
- Click Activate.
- From the 'Resource Bench', use a drag-and-drop operation to move the assignee's name to the project. See What is the 'resource bench' in Resource Planning?
Note: All Assignments created while Rapid Assign is active will automatically default to the assignment details set above. - When you finish making assignments, click the Rapid Assign icon.
- Click Deactivate to turn off rapid assign.