Data Management Capabilities > Managing Plans > Plan Schedule > Resource Assignments
  
Resource Assignments
When you assign a resource to an activity, you are creating a resource assignment task. Resource assignments have a similar functionality to other tasks.
Resource assignments appear in the Tasks table and can be distinguished by the resource assignment object type indicator . If the assigned resource is a Windchill user, or if a Windchill user is associated with a resource as its owner, then a new task appears in their My Tasks table.
Task Type
Resource Type
Description
Single
Windchill User
Other
This task represents work for an individual resource.
Pool
Windchill Group
Windchill Team Role
This task represents work for an individual resource, but is initially assigned to a group of resources.
Work is initially assigned to all members of the resource group or role. When a user accepts the work, the corresponding assignment is removed from the assigned tasks of the other users.
Bulk
Windchill Group
Windchill Team Role
This task represents work for a multiple individual resources, and is assigned to a group of users at one time.
Work is split evenly between all members of the resource group or role. A distinct resource task assignment is created for each member.
Shared
Windchill Group
Windchill Team Role
This task represents work for a multiple resources, and is assigned to a group of users at one time.
Work is assigned to all members of the resource group or role. Members complete work as they are able, and their work is added towards the overall completion status. One or more assignees can complete work; however, not all assignees are required to complete a task.
To automatically create a resource assignment task when a new activity is created, set the Project Planning > Default Resource Assignments preference to Yes.
If a resource is not assigned to the activity, then a default resource assignment is created for the activity owner. If no owner is assigned to the activity, then the activity creator is assigned as a resource. For more information about setting preferences, see Preference Management.
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You cannot assign resources to summary activities or deliverables. If the Link deliverables with project activities option is selected when the project or program is created, you cannot assign resources to a milestone.