Assign a Resource or Role to an Activity from the Assignment List

When reviewing resource and role assignments, you may find that you need to make adjustments to existing assignments, or that you need to make new assignments for activities involved in a project or a program. You can assign a resource or role to an activity directly from the Assignment List for a project or a program.

To assign a resource or role to an activity from a project or program:

1. In the object selector, select ﱆ Project or  Program, and then select a project or a program from the list.
2. From the  Main Menu, select  Resources or  Schedule, and then select Assignment List.
3. Select Assign.
4. If assigning from a program, you must specify a project:
   1. From the Assign Activities panel, type a project name into the Project field.
   2. Select to open the Select Project dialog box and search or browse for the project in your program that needs to have a resource or role assignment made. Projects are sorted alphabetically by project ID.
   3. Choose a project, then select Select.
5. From the Assign Activities panel, select Resource or Role.
6. Select to open the Select Resource or Role dialog box and search or browse from the list of options.
7. Choose a resource or role, then select Select.
8. Search or browse for an activity in the list using one of the following options to help narrow the results:
   • Sort activities by ID, Name, Start date, Finish date, or select  Add for more column options.
9. Select the activities that you are assigning to the resource or role.

   Note: An activity that has already been assigned displays beside the activity name.

10. Select Assign to assign the activities.
11. Select  Close in the Assign Activities panel.

Tips

• Ensure that your activities list in the Assign Activities panel is current with the latest activity data by selecting  Refresh.
• You must have the Edit Activities privilege to assign resources or roles to activities in a project.
• You must make resource or role assignments from your own workspace.
• You can assign up to 500 activities at one time.
• To configure default behavior for new activity assignments, see Configure Activity Defaults for a Project in Primavera Cloud Help documentation.