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Comment: Reverted from v. 6

To be able to assign a resource to tasks, some mandatory settings must be setup:

  1. Setting resource skills.

  2. Setting the “Cannot be assigned” switch

  3. Setting the “Resource active” switch

Setting resource skills

you must follow all the following steps:

  • Set the resources skills for task assignment. This will determine to which tasks the this resource can be assigned to.

...

  • .

  1. Languages (source and target) the resource can be assigned to he can do (Fig 1)

Info

If the resource should be assigned to tasks in Pre and/or Post production , make sure Pre/Post production are selected as target langugaes for the resource

  1. Task types the resource can be assigned to Task types he can do (Fig 2)

  2. Order types the resource can be assigned to he can do (Fig 3)

...

Note

Without setting these skills, the resource cannot be assigned to any task

Setting the resources Languages skills:

  1. Click on the Languages button (fig 1)

  2. Enable / Disable the languages according to the resources skills (fig 2)

  3. Click Close (fig 3)

    Image Removed

Setting the resources Task types:

...

Click on the Tasks button (fig 1)

...

Enable / Disable the Task types according to the resources skills (fig 2)

...

...

Setting the resources Order types:

  1. Click on the Tasks button (fig 1)

  2. Enable / Disable the Order types the resource can be assigned to (fig 2)

  3. Click Close (fig 3)

    Image Removed

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

...

    ...

    • 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:

    ...

    Note

    Without setting these skills, the resource cannot be assigned to any task.