Question

How can I enable a user to assign people to projects?

Solution

  1. Give the user the Resource Assigner role.
  2. Specify which projects and which people the user has access to assign.

Note that there are three types of Organization Access for some roles such as Resource Assigner: Person, Project, and Owning.


Take the example of a Project Manager who also has resource assigning permissions in his company.

Access to assign PROJECTS  

Person Organization Access

    1. The Project Manager can assign to any project or only to certain Customers/Orgs:

      1. Navigate to the person's Person Profile > Organization Access (left menu) > edit pencil for Resource Assigner - Project

      2. If the Project Manager can assign to any project, choose All. Click Save.

      3. If the Project Manager can assign only to certain customers, edit the Resource Assigner row for Project, choose Selected, and check the boxes next to the Customers/Orgs to which he can assign. Click Save.

      4. If the Project Manager can assign only to certain internal owning organizations, edit the Resource Assigner row for Owning, choose Selected, and check the boxes next to the internal Owning Organizations to which he can assign. Click Save.



    2. In the example below, the Project Manager can assign to any customer under Project Organization Customer-2.



Project Administrator

    1. If the Project Manager can assign only to some projects within certain customers, and not all projects for a customer:
      1. For a specific project, navigate to Project Profile > Administrators (left menu) > Resource Assigner.
      2. Assign the person as the Resource Assigner for that specific project.

    2. In the example below, the Project Manager can only assign to the BIG-DATA project for Customer-2, and cannot assign to any other projects under Customer-2 unless specified.



Access to assign PEOPLE

Person Organization Access

    1. Access to assign/plan people must be granted by Organization.
      1. Navigate to the person's Person Profile > Organization Access (left menu) > edit pencil for Resource Assigner - Person.
      2. If the Project Manager can assign any person, choose All.
      3. If the Project Manager can assign only certain people, choose Selected and check the boxes next to the Person Orgs he can assign.





Additional Information

Help Docs - People Organization Access