Create and manage resource assignments
Create and manage resource assignments for a demand to find the availability of the resources and allocate them to the demand tasks. Effective resource assignment ensures that demands are adequately staffed and helps demand managers track resource availability and utilization.
Before you begin
Role required: it_demand_manager
Procedure
Open a demand from the home page of Next Experience for Demand Management.
For more information, see Access demands.
Select Details from the L-2 (level 2) navigation menu.
Select Resource Assignments.
Image omitted: resource-assignment-tab.png
Use the Resource assignments tab to add or edit resource assignments.
Use the Resource assignments tab to add or edit resource assignments.
**Note:** If the **Resource Assignments** tab isn’t visible, select **More** and then select **Resource Assignments**.
Add or edit a resource assignment record:
- To add a resource assignment record, select New.
- To update the details of an existing resource assignment record, select the record.
- On the Create New Resource assignment form, fill in the fields.
For a description of the field names, see Create resource assignment form.
Select Save.
Note:
- To delete a resource assignment record, select the record and select Delete from the More Actions option.
- Alternatively, you can create, edit, or delete resource assignment records using the Estimate resource requirements playbook activity. For more information, see Use Playbook in Next Experience for Demand Management. After completing your work on the resource assignment record, use the breadcrumb navigation to return to the Resource Assignments tab.
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