To be able to assign a resource to tasks, you must
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follow all the following
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steps:
Set the resources skills for task assignment.
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Without setting these skills, the resource cannot be assigned to any task.
Once the resources' skills are set, only relevant resources will be displayed in the resource pull-down menu when assigning resources to tasks.
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This will determine to which tasks this resource can be assigned.
Languages
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(source and target)
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he can do (Fig 1)
Task types he can do
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(Fig 2)
Order types he can do
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(Fig 3)
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2. In addition, “Cannot be assigned” must be switched off:
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3. Once the resources skills are set, only relevant resources will be displayed in the resource pull-down menu when assigning resources to tasks.
Make sure the “Cannot be assigned” switch is switched off
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Make sure the “Resource active” switch is switched on.
When this switch is off, the resource cannot be assigned to tasks, even if his resource skills are set:
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| Note |
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Without setting these skills, the resource cannot be assigned to any task. |