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Assigning resources

You assign resources to tasks to clarify responsibility for getting those tasks done. Assigning resources also helps you determine how long it will take for a task to get done and, if you track costs, how much the task will cost. A resource can be a single person, a generic resource that can be replaced later, a group (for example, programmers), a piece of equipment (for example, computer), or material resources consumed in the course of accomplishing the task.

  1. Point to „View” (from the „View” menu at the top of your screen) > „Current View:” > „Gantt Chart” > „Entry Table".
  2. Select the task to which you want to assign a resource.
  3. Click on the „Assign” Assign Resources mini toolbar icon to bring up the assigments sheet.
    • Assign a single work resource full time
      In the „New Work-Resources” part click on the „+” button and select an existing resource or create a new one.
      Make sure that the „Units” field indicates „100%” for the selected resource.
    • Assign a single work resource part time
      In the „New Work-Resources” part click on the „+” button and select an existing resource or create a new one.
      In the „Units” field, type a percentage less than „100%”.
      This amount should represent the percentage of working time you want the resource to spend on the task. For example, if the resource will be working on this task half time, type „50%”'.
      Instead of entering a value in the „Units” field you can also choose a „Start” and „Finish” date for the selected resource.
    • Assign a group of multiple work resources
      In the „New Work-Resources” part click on the „+” button and select an existing resource or create a new one and type a percentage amount greater than „100%” in the „Units” field. This amount should represent the level of effort this group of resources will be working. For example, if the resource is Operators, there are three of them and you want to assign all three of them full time, type „300%”.
    • Specify the consumption rate of a material resource
      In the „New Material-Resources” part click on the „+” button and select an existing resource or create a new one and type a decimal that indicates the amount of material to be used for this assignment in the „Units” field.
      For example, if you're using 20 yards of lumber, type „20”.
      If the amount of material used depends on the task duration, enter the rate of use by adding a slash '/' and the abbreviation.
      For example, if 20 yards of lumber is used per week, enter „20/w”'.
    • Assign a cost resource
      In the „New Cost-Resources” part click on the „+” button and select an existing resource or create a new one and type the amount of cost to be used for this assignment in the „Cost” field.
      Note, Cost resources are a „fixed” type of resource cost, like the cost of equipment your people need, or one-time resource costs such as their travel expenses.
  4. Click on the „OK” button to set the assignments.

Note
It's also possible to assign resources by dragging the resource icon from the iTaskX „Resource Library” Resource Library to the desired task or use the „Resource Name” field in the table portion of the view.