To be able to assign a resource to tasks, some mandatory settings must be setup:
Setting resource skills.
Setting the “Cannot be assigned” switch
Setting the “Resource active” switch
Setting resource skills
Set the resources skills for task assignment. This will determine which tasks the resource can be assigned to.
From: Manager > Rolodex tables > Edit resource (magnifying glass), and set the required three mandatory skills.
Languages (source and target) the resource can be assigned to (Fig 1)
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
Task types the resource can be assigned to (Fig 2)
Order types the resource can be assigned to (Fig 3)
Without setting these skills, the resource cannot be assigned to any task
Setting the resources Languages skills:
Click on the Languages button (fig 1)
Enable / Disable the languages according to the resources skills (fig 2)
Click Close (fig 3)
Setting the resources Task types:
Click on the Tasks button (fig 1)
Enable / Disable the Task types according to the resources skills (fig 2)
Click Close (fig 3)
Setting the resources Order types:
Click on the Tasks button (fig 1)
Enable / Disable the Order types the resource can be assigned to (fig 2)
Click Close (fig 3)
Once the resources skills are set, only relevant resources will be displayed in the resource pull-down menu when assigning resources to tasks.
Setting the “Cannot be assigned” switch
Make sure the “Cannot be assigned” switch is switched off
Setting the “Resource active” switch
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:
