9 Matching Annotations
  1. Jul 2024
    1. Click the Gantt of the resource's assignment to adjust the assignment period and effort type.

      Click the Gantt of the resource's assignment to adjust the assignment period and effort if need.

    2. To add shared resources to a project staffing profile:

      You can add shared resources to a staffing profile in either Gannt View or Table View. To add shared resources to a staffing profile in Gantt view. (I am not sure if we need to depict how to add shared resource in table view)

    3. a project staffing profile

      a staffing profile

    4. to

      if currently the staffing profile has no shared resource available, the "Shared Resouce" button will not display.

    5. For a project manager to add shared resources to the project staffing profile, the project must meet one of the following requirements: The team or members are specifically shared with the project. The team or members are shared with the manager of the project. The team or members are shared with the type used by the project.

      For a staffing profile manager (or user who can edit the staffing profile) to add shared resources to the staffing profile, the staffing profile must meet one of the following requirements:

      • The team or members are specifically shared with the project which the staffing profile is for.

      • The team or members are shared with the user who can edit the staffing profile.

      • The team or members are shared with the project type of the project which the staffing profile is for.

    6. Add shared resources to a project staffing profile

      The staffing profile can be a standalone one, as the team or members can be shared to the manager of the staffing profile directly.

    7. Click Save.

      At the bottom of the doc, can we add one known limitation? Avoid dragging and dropping shared resource when the week view is used, you may run into error when the view is changed. If you get the problem, remove the shared resource you just added and save the staffing profile.

    8. Click Save.

      The characters of a shared resource which has already been added to a staffing profile. 1. They cannot be cloned 2. Open the link of the resource name, the dialog is different with normal positions. (Can show a screenshot)

    9. Drag the desired resource to the staffing profile to add it as an assignment.

      1, When a shared resource is being dragged, the area where the shared resource can be dropped will be highlighted with blue borders. If you want to cancel the drag and drop, you can just move the shared resource out of the highlighted area and release your mouse. 2. Can we attach some screenshots?