Create Resource Assignments Using Rapid Assign

Assignments allow you to manage your resources by assigning them to projects. If multiple assignments have the same details, you can use Rapid Assign to assign multiple people at one time.

• Required User Permissions

• You can manage user visibility of assignments with assignment request statuses. See Configure Assignment Request Statuses for Resource Planning.

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Boards.

3. Click the Rapid Assign icon.

4. Enter the details for the assignments:

   • Start Day. The date the work assignment starts.

   • End Day. The date the work assignment ends.

     • Date. The specific end date for the assignment.

     • Weeks. How many weeks the assignment is for.

     • TBD. Select if the assignment does not yet have a specific end date.

   • Allocation Type. Select whether the Allocation Type is in Work Hours of Percent.

     • Assignment Times

       • Project Defaults. Select if you want to use the default working hours for the project. S

       • Custom. If you select 'Custom', enter the custom Start Time and End Time.

     • Percent. If you selected 'Percent', enter the percent allocated to the assignment

   • Working Days. The working days needed for the Assignment.

   • Status. The assignment status. See Configure Assignment and Request Statuses for Resource Planning.

   • Assignment Alerts. Choose to send assignmant Send Instantly, Save as Draft, Schedule or Don't Send.

5. Click Activate.

6. From the 'Resource Bench', use a drag-and-drop operation to move the assignee's name to the project. See What is the 'resource bench' in Resource Planning?
   Note: All Assignments created while Rapid Assign is active will automatically default to the assignment details set above.

7. When you finish making assignments, click the Rapid Assign icon.

8. Click Deactivate to turn off rapid assign.