Assign generic bookable resources to a task and generate resource requirements

Applies To: Project Operations Integrated with ERP, Core deployment - deal to proforma invoicing

In addition to booking and assigning named or real resources to your project, you can assign generic resources to project tasks. These resources can serve as placeholders for named resources until you're ready to staff your project with named resources.

1. In Project Operations, open the Project record and on the Tasks tab, then select the resource selector under the Assigned to column. Here select the three dots and then Add generic resource.

This opens the Quick Create: Project Team Member panel.

2. Enter the role and any other desired fields of the generic resource team member and then click Save.

3. After you create the new generic resource team member, it's assigned to the task. You can continue to assign that generic resource to other tasks in the task schedule.

4. After you assign the generic resource, you can generate a resource requirement and fulfill it by directly booking or submitting a resource request to a Resource Manager.

On the team member grid, in addition to being able to use the resource picker as mentioned above, you can add generic resources directly. This can be done by leaving the Bookable Resource field on the quick create form blank. The resources are added with a resource requirement that is based on the start/end dates and allocation method specified in the Quick Create: Project Team Member panel.

You can see a difference if you add the generic team member directly and then assign more tasks to the generic resource than they have required hours to cover. Click Generate Requirement to regenerate the requirement to balance the required hours against assignments.

You can also click the Resource requirement link in the team grid to open the requirement and add skills, preferred resources, etc.