Try It!

To ensure that all the work identified in the project schedule is complete, it is important that the right resources, based on skills and availability, are assigned to each task. While the project schedule allows you to assign multiple resources to a project task, we recommend where possible that a single resource is assigned to a task. 

To assign resources:

Assign resources

1. Ensure you have the appropriate project open in Sensei IQ with the Task tab selected and the Timeline view active.
   
   
2. Double click in the Assigned to cell for the task you wish to add resources
   
   
3. Select the Down-arrow and select the resource(s) to be assigned to the task.
   
   

Viewing and adjusting resource assignments

1. Select the task you wish to view resource assignment details on and click Edit from the sub-ribbon.
   
   
2. Click on the Resources tab.
   
   
3. View and update (or delete) details related to the resource assignments.
   
   
4. Additional resources can be added to the task by selecting + New Resource Assignment.
   
   

Validating resource assignments

1. The Resource View allows you to view the project assignments from a Resource centric view.
   
   
2. This will allow you to confirm availability of your resources to complete assigned tasks, specifically when a resource is working on multiple tasks in parallel.
   
   

Download Job Aid: Creating the project schedule in IQ Scheduler

_{Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.}