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Assign work packages to resources


You are here: InLoox Support Knowledge Base Online Help InLoox for Outlook 8.0 Online Help InLoox PM 8 Work packages Resources Add resources

You can assign work packages to your project team members and determine the distribution of work. You can add only one resource to a work package. Assign work packages using one of these ways.

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Add a resource via dialog box Select Contact

  1. Select one work package from the list or create a new one.

    See Create abd edit a work package in order to create a new one.

  2. In the group Edit click Select Resource.
  3. In the Select Contact dialog box choose one name from the list. InLoox PM provides you with the InLoox PM address book as well as with the contacts from Microsoft Outlook and Exchange Server.
      Do one or more from the following to select effectively the resource:
    • Activate Show workload box. If you have activated it once, it will be still activated even by the next opening.
      • In the lower area you can see the workload chart for the selected resource.
      • You can adjust the shown time period in the selected range by moving the slide controls.
      • Activate the Exchange Calendar box to see the appointment information from the Outlook calendar.
    • Use the Skills feature to assign resources according to their skills. Click the Search by Skills drop-down list and select the respective check box. Then select a resource from the list and click OK. For more information see Assign skills to resources.
  4. Click OK.
    In the work pacakge the new name will be displayed.

    On the Edit ta, in the Edit group, click Remove Resource to delete a resource from the work package.

All added resources receive automaticallly notifications about new, edit or deleted work packages.

Add ressources from the departments and teams

  1. Select one work package from the list or create a new one.

     See Create abd edit a work package in order to create a new one.

  2. Click the Resource tab in the side panel.
  3. In the Divisions and Teams area you have the following possibilities to add resources:
    • Add from the predefined division

      How to add resources to the predefined divisions, see Adjust the division structure.

      1. Select a resource from the divisions and drop it in the No resource assigned row in the work package.

        The administrator permissions are needed to add or edit the devisions.

    • Create new teams
       The teams help you  to orgnaize the structuring of the reources. You can give them different names in order to find quickly the needed resource.

      All created teams are visible system wide and only for you. The other users can create their own teams.

      1. Click plus symbol in the area below.
      2. In the Add Team field enter a new name.
      3. Click resource symbol to add resources.
      4. In the Address Book dialog box select a resource and click Select and then OK.
        InLoox PM provides you with the InLoox PM address book as well as with the contacts from Microsoft Outlook and Exchange Server.
         Use the Skills feature to assign resources according to their skills. Click the Search by Skills drop-down list and select the respective check box. Then select a resource from the list and click OK. For more information see Assign skills to resources.
      5. When you added resources to the team, select one and drop it in the No resource assigned row in the work package.

        You have also following features on the side panel to add teams:

        • You can change the name of the group by clicking edit symbol on the left from the team.
        • You can delete each team by clicking remove symbol .