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Planview Customer Success Center

Cannot assign resources to task

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SYMPTOMS:
Cannot assign resources to task via regular task UI. The resource field in the task assignment UI does not list assignable preferred resources.  The button that is usually next to this field to manage preferred resources does not display at all in the UI.
 
  
REASON:
The following options where not selected within the billing office.
-Enable resource requests and restrictions for all Engagements
-Allow the task assignment to be overridden at Contract-level restrictions

RESOLUTION:
Suggested resolutions:
1: No need to centralized management of resources, these features must be disabled at the respective billing offices
2: To centralize management of resources, the following should be checked "Override task restriction" in all Engagements (contract)