To be able to assign a resource to tasks, you must follow make sure all the following stepsattributes are correctly set:
Set the resources skills for task assignment. This will determine to which tasks this resource can be assigned.
From: Manager > Rolodex tables > Resources > Magnifying glass > Skills for task assignment:
Languages or Language pairs (source and target)
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the resource can be assigned to (Fig 1)
Task types
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the resource can be assigned to (Fig 2)
Order types
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the resource can be assigned to (Fig 3)
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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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Without setting these skills, the resource cannot be assigned to any task |
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2. Make sure the “Cannot be assigned” switch is switched off.
When this switch is on, the resource cannot be assigned to tasks, even if his resource skills are correctly set.
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3. 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 correctly set:.
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