{"id":6228,"date":"2022-03-08T10:53:17","date_gmt":"2022-03-08T10:53:17","guid":{"rendered":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/?post_type=article&p=6228"},"modified":"2023-08-31T07:02:57","modified_gmt":"2023-08-31T07:02:57","slug":"how-to-assign-unassign-resources-to-tasks","status":"publish","type":"article","link":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-assign-unassign-resources-to-tasks\/","title":{"rendered":"How to Assign\/Unassign Resources to Tasks"},"content":{"rendered":"

This article explains how to easily assign or unassign resources in tasks.<\/p>\n\n\n\n
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Skip Ahead to:<\/strong><\/p>\n

Overview<\/a><\/p>\n

Steps to Assign Resources to Tasks<\/a><\/p>\n

Steps to Unassign Resources for Task<\/a><\/p>\n

Steps to Unassign Resources from Selected Task<\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/a>Overview<\/h2>\n

After you create a task, assign resources (team members invited into your project) to assign responsibility for getting those tasks done.<\/p>\n

From the Task List view, you can assign one or more resources to a task, unassign resources, and change the assignment duration, % allocation, or effort.<\/p>\n

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Note:<\/strong> If the user’s calendar is updated recently, it will be synced with Simple Scheduling only if any edit is made to the task details. Task data needs to be edited to get updated Resource calendar information. For example, if the resource is allocated on a task from 01-11-14 to 6-11-14 and the same resource has marked two days of 4 and 5-11-14 as holidays in the personal calendar at the user level. The Resource Calendar is synced with Simple Scheduling whenever any edit or change is made to the task details. Otherwise, the Planned Start and End Start dates are not affected and Actuals are also not updated.<\/p>\n

<\/a>Steps to Assign Resources to Tasks<\/h2>\n<\/div>\n

To assign the resource,<\/p>\n

    \n
  1. Double-click the Task in the Tasks List view.<\/li>\n
  2. Click the Resources tab, which is visible on clicking the More<\/strong> icon.<\/li>\n
  3. In the Resource tab, allocate resources by selecting one or more resources from the Resources pane using the SHIFT+ARROW Keys or CTRL+ARROW keys and clicking Add<\/strong> button.<\/li>\n
  4. To add all resources, simply click Add All<\/strong>\u00a0without selecting any resource.<\/li>\n
  5. Click the SAVE <\/strong>button.<\/li>\n<\/ol>\n

    The Allocation details will be displayed automatically based on the Task dates and full (100%) allocation indicating that the resources are assigned to the task for the entire Task Duration. If you modify the allocation, the assigned effort is automatically calculated. If you change the Assigned effort, the allocation % is automatically calculated. If you change the planned start date (cannot be earlier than the Task Start Date) and end dates (cannot be later than the Task End Date), the assigned effort is automatically calculated.<\/p>\n

    Note<\/b>: If resources are locked or unallocated for a task then the Planned Start Date and Planned End Date will be non-editable.<\/p>\n

    <\/a>Steps to Unassign Resources for Task<\/h2>\n

    To unassign resources for a Task,<\/p>\n

      \n
    1. Select the corresponding check box for the resource in the Task Assignment pane.<\/li>\n
    2. Click the SAVE<\/strong> button.<\/li>\n<\/ol>\n

      You can also assign single or multiple resources from the Task Assignment panel in the same way.<\/p>\n

      You can also view the resource allocated against the taskbar for the task in the Gantt view. The Planned Start Date and Planned End Date of the resource assignment are the same as the Planned Start Date and Planned End Date of the task.<\/p>\n

      The effort is calculated as:<\/p>\n

      \"\"<\/p>\n

      Here, Effort is Planned Effort which is based on Resource Calendar.<\/p>\n

      Changes in either % Allocation or Effort change the other value proportionately, i.e.<\/p>\n