Create resource assignments for demands

task australia Updated Oct 5, 2026 1 min read create-resource-assignments-ppw.md
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Create and manage resource assignments for demands directly from Next Experience for Demand Management to efficiently manage the work on demands.

Before you begin

Role required: it_demand_manager

The demand must have planned dates.

About this task

  • To create, edit, or remove resource assignment records, you can also use the Estimate resource requirements Playbook activity. For more information, see Use playbook for a demand.
  • To create, edit, or remove resource assignment records, you can also use the Create resource assignments tab in Details.

Procedure

  1. Navigate to Workspaces > Portfolio Planning Workspace.

  2. Select the Demands icon [Omitted image "demands-icon.png"].

  3. Open a demand from the List page.

  4. Select the Resources tab.

    The resource grid opens for the demand's timeline, grouped by Primary Group.

  5. To change the effort unit, select the effort unit list and then select Hours, FTE, or Person Days.

  6. To change the time scale, select the time scale list and then select Monthly or Weekly.

  7. To group the grid differently, select an option from the Group by list: Primary Group, Primary Role, Primary Skill, or None.

  8. Select New or select New Resource Assignment from the more actions list.

    [Omitted image "demand-ra-new.png"] Alt text: New button on the Resources tab of a demand.

  9. On the New Resource Assignment form, fill in the fields.

    For a description of the field values, see Resource assignment form form.

  10. Select Submit.

Result

The resource assignment appears in the grid. An assignment made for a resource from the resource board must be within the selected date range. If so, it shows up nested under the selected resource in real-time.

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