Goal: Assign resources to tasks
Now that resource information has been entered into the project, you can assign resources to specific tasks. You can then check to see whether any resources are overallocated or underallocated, add notes, and communicate assignments to the team members.
Tip This article is part of a series of articles within the Project Map that describe a broad set of project management activities. We call these activities "goals" because they are organized around the project management life cycle: Build a plan, track and manage a project, and close a project.
Assign a resource or a team Assignments are the associations between specific tasks and the resources needed to complete them. More than one resource can be assigned to a task. Both work resources and material resources can be assigned to tasks.
Refine resource assignments You can make adjustments to the assignments that you made, check for overallocations, and perhaps resolve overallocations by leveling.
Click in the following order:
Add a note about resource assignments You can attach a note, perhaps to describe project constraints or assumptions.
Update resource information in a resource pool If you are using resources from a resource pool, you can update the resources' assignment information so that all the information is visible in the resource pool. This can help the project manager or resource manager check for overallocations across multiple projects.
Communicate new assignments You can communicate changes in assignments to the affected resources either by printing assignment reports or by using Microsoft Office Project Web Access to communicate assignment changes electronically.