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Resource fulfillment for planned resources

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A project manager can plan required resource roles for a project. The resource manager will see these planned resources as requests on the Resource fulfillment page and can assign actual resources.

  1. On the All projects page, select the XYZ Upgrade Phase 2 project.
  2. Select Project, and then select Edit.
  3. On the Project team and scheduling tab, select Add.
  4. In the Add roles dialog box, select the Software developer role.
  5. Select Create, and then close the project page.
  6. On the Resource fulfillment page, select Software developer 1 for the XYZ Upgrade project Phase 2 project.
  7. Select a worker, and then select Assign.
  8. Verify that the line for Software developer 1 has been removed for the XYZ Upgrade project Phase 2 project.
  9. On the Project team and scheduling tab, for the XYZ Upgrade Phase 2 project, verify that the worker that you selected in the previous step has been added as Software developer.