Assign a Workspace Role for Demand Planning

Demand planning is the first step in the portfolio resource planning process. You must assign workspace-level roles to your portfolio's projects before you can enter demand units. You can only assign and specify demand for workspace-level roles.

To assign a workspace role for demand planning:

1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
2. From the  Main Menu, select  Resources, and then select Resource Demand.
3. Select Assign.
4. In the Assign Roles dialog box, select one or more roles, and then select Assign.
5. Select Save.

Tips

• You can add or delete role assignments directly from the Resource Demand page.