Hi, Can I assign a resource to multiple Projects/tasks at one time?

[MadhurSachdeva62352716]

Hi, Can I assign a resource to multiple Projects/tasks at one time?

I am using v13.3

[David Morton]

If you look at the Resource / Allocations screen (rather than the Project / Team one) you can allocate a single resource to multiple projects there.

 

Not sure that we can assign multiple tasks within a project to a resource in the GUI easily (someone correct me if I'm wrong) - but you can do this in the desktop/client schedulers (MSP / OWB) which are a lot more "drag-and-drop" and much better at managing low-level plan details than the GUI.

[Deactivated User]

You can allocate a resource to multiple projects in one go: Open resource properties and go to Allocations tab. Click Add and select the projects and again Add or Add and select more.

 

You assign resources to tasks one at at time. That is you do in in tasks one task at a time. On the other hand you can assign more than one resource at a time to one task.

 

In OWB you can assign a resource to multiple tasks (mostly in on one project only) in one go. May be even multiple resources to multiple tasks. Have not tried.

[Legacy User]

As you've not described your scenario, I realize these solutions might not fit:

 

Many tasks within a project:

 

• Build a WBS for a project as a template
• Allocate roles to Team\Staff page
• Using Clarity Gantt, MSProject or OWB, assign roles to tasks
• Save changes
• Create new project from template
• On Team\Staff page, select a role and use the Resource Finder icon to find a resource
• Replace the role with your resource

 

All tasks assigned to the role will be assigned to your resource.

 

This also works when a resource is removed from the team (resource leaves company, is transferred, etc.) - just replace the leaving resources with your new resource, using the Resource Finder icon - any remaining work effort will be assigned transferred from the leaving resource to your new resource.

 

Many projects:

 

Regarding the allocating of one resource to many projects at one time, there is no out of the box solution for this.  Except, if the same resource is used on the same kind of project every time, you could allocate them to your template project - each time the new project is created from the template, you are given the option to convert resources to roles or leave them as resources.  If you select the latter, the resource will be copied from the template to the new project.

 

This might not work if your scenario is one where the resource is new to company and needs to be added to many projects, at once, rather than as projects are created.