How To Display Activity Resource Details

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How To Display Activity Resource Details

00 How To Display Activity Resource Details

The procedure for displaying Resource details differs depending on whether you access the details from the Activities page or in the Activity Details form.

From the Activities Page:

  1. Open the project or project group you want to work with
  2. On the Activities page, select the activity and, on the Activities toolbar, click icon representing activity details.
  3. Select Activity Details.
  4. Select Assignments. The Assignments dialog box displays for managing resource assignments.

or

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In the activity table, right-click an activity and select an option, such as Predecessors, Successors, Steps, or Notebooks, from the menu.

From the Activity Details form in a portlet:
Expand the Resources section, if necessary.

Open a resource request

  1. Click Request Resources.
  2. Specify the characteristics necessary to fulfill the request.

At the least, you must specify a primary role. To narrow or broaden the scope of the results, choose the All search criteria or Any search criteria option, respectively.

Tip: If you choose to specify a resource in the search criteria, the list of available resources includes only the resources you have access to, based on resource security, and current project resources.

  1. Click Save.

When resource managers review open requests, they can view the request criteria to help them search for and pinpoint the most appropriate resources to assign to an activity. The resource manager can use the criteria as it was originally submitted, modify it, or save it for future use.

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