Create resource assignments and operation resource assignments in Resource Management Workspace

task australia Updated Sep 10, 2026 1 min read create-ra-rmw.md
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Create and assign resource assignments and operation resource assignments from Resource Management Workspace.

Before you begin

Role required: resource_user, resource_manager, It_project_manager

Procedure

  1. Navigate to Workspaces > Resource Management Workspace.

  2. Select the Resource cards icon ([Omitted image "rmw-resource-cards-L1-icon.png"] Alt text: Resource cards icon.) from the menu and open a resource card.

  3. Create resource assignments using one of the following options.

Option

Procedure

Create a resource assignment

  1. Select New or select New Resource Assignment from the more actions list.
  2. On the New Resource Assignment form, fill in the fields.

For a description of the field names, see New Resource Assignment form.

Create operational resource assignment

  1. Select New operational Assignment from the more actions list.
  2. On the New Operational Assignment form, fill in the fields.

For a description of the field names, see New Operational Assignment form.

4. Select **Submit**.

Result

Resource assignment is created. You can filter and view this assignment in the lower tray of Unassigned tasks.

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.

Parent Topic:Using Resource Management Workspace

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