Assigning resources to projects

Assigning resources to projects can be done in a few different ways:
    Through the PEOPLE view / single person's PLANNING view by clicking "+ Add project membership" which is located top of the already-listed memberships (and also below the listed memberships)
    Through the PROJECTS view / project's PLANNING view by clicking "+ Add project membership" which is located top of the already-listed memberships (and also below the listed memberships)
In both of these scenarios, you are forwarded to a new page in which you can add information about the membership you are about to add.


Finding the right person with the Assign Dialog

When filling in the USER field, you can use the Assign Dialog to help you identify the best candidate for the role. The Assign Dialog can be used for unassigned memberships and is located under the three dots next to the unassigned role:

The Assign Dialog automatically evaluates people based on three key factors and scores each one from 0 to 100:
  • Availability — whether the person has the capacity to take on the role during the relevant period
  • Competencies — whether the person has the required competencies at the required levels
  • Role — whether the person's default role matches the required role
To make it easy to compare candidates at a glance, each score is color-coded: dark green indicates a best match, yellow a partial match, and light red a weak match.


Adding multiple memberships at once

The Role and User fields both support multi-selection, allowing you to add several project memberships in one go rather than repeating the process individually.
To add multiple unassigned roles at once, click the Role field and check all the roles you want to add. Each selected role will be added as a separate unassigned membership, and a summary of what is about to be added is shown at the bottom of the page before you confirm.
To add multiple named users at once, select a single role and then check all the relevant users in the User field. Each selected user will be added to the project under that role. Note that when multiple users are selected, only one role can be chosen. If you leave the Role field empty and select multiple users, each person will be assigned their own default role.


Membership metadata

Some of the fields are automatically populated based on how you navigated into the view. Mandatory fields are marked with an asterisk*.
Basic metadata:
Title
Title
PROJECT
Name of the project; automatically populated when coming from project's dashboard
ROLE
Role to add for the person/project; automatically populated based on person's default role
USER
User to add for the project; automatically populated when coming from person's dashboard
TASK
Task for the project membership
ORGANIZATION
Organization for the project membership
ACTIVE (slider)
Activity status of the membership
EXTERNAL (slider)
External status of the membership
NOTE
A written note regarding the membership
HOURLY RATE
Price for the actual hours of the membership; used in pricing calculations
HOURLY RATE MULTIPLIER
Multiplier for the price for the actual hours of the membership; used in pricing calculations
HOURLY BUDGET
Hours budgeted for the membership; used in budget calculations

Competency metadata, can be used to filter with:
Title
Title
MUST HAVE ALL 
OF THESE
Add competencies that the membership is required to have
MUST HAVE AT LEAST ONE 
OF THESE
Add competencies that the membership is required to have; at least one of the listed competencies is needed