I can assign Resource Types to Resources and Tasks?

We don't always know who will be working on the tasks we're scheduling in our projects, so it's good to be able to categorize those tasks by the skill set of the necessary resource.

Project Insight allows you to label a task based on role, so you can more easily assign a single person to multiple tasks after you determine the best resource to perform that role.

A lot of project managers forego using these role assignments to tasks because they don't understand the value of role assignments:

  • Using the Mass-Assign feature in the Project Resource screen
  • Using Suggest a Resource feature in the Resource Allocation report
  • Reporting by task role to get a better idea as to how many resources are required within a particular skill set
Online 1/27/2016
Updated on: