How to allocate resources only at the project level and not at the task level?

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  • Updated 2 years ago
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You can decide the level of allocation that a resource manager can perform based on the permission you have assigned to him/her. In order to allow a resource manager to allocate a resource only to a project and not to a task perform the below steps:

  • Go to Administration
  • Click on Permission Sets
  • Open the resource manager permission assigned to the user
  • Uncheck the Edit permission for ‘Resource Task Allocation’ in this permission


  • Save the changes made
The resource manager will now be able to assign resources to projects only.
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Aashnee Kamboj, Community Moderator

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Posted 2 years ago

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