Fulfill a Resource with the Candidates List
If a plan has resource placeholders, such as roles, you can fulfill the resource requirement with one or more named resources, or a team of resources.
Note
You can fulfill resource requirements on both generic and named resources.
If you want to fulfill resources in the global Resource Plan page, set the page view to Resource Requirements.
Select the resource in the resource plan.
NOTE: If in the global Resource Plan page, expand the desired project to view the requested resources.
Open the Candidates List.
In the Candidates List, filter for named resources or teams, such as by role, to fulfill the resource requirement. See Find Resources. Select the desired resource.
Click Replace Resource.
In the popup, click Fulfill.
To assign another resource to fulfill the resource requirement, repeat steps 1-5.
The placeholder resource now has named resources assigned to fulfill the resource requirement.
The resource details will show the original resource requirement, and the remaining resources needed to fulfill the requirements (in hours, FTE, or %).
