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Understanding Resource Scope

Resource Scope is a task-level field that is applicable only when using a Task Constraint of  Fixed Dates. For more information about the Fixed Dates Task Constraint, see "Fixed Dates."

The value of the Resource Scope on a task is intended to prevent other tasks from be assigned to the same user during the time frame of the task.

Editing the Resource Scope Field on a Task

  1. Navigate to a task for which you want to edit the Resource Scope.
  2. Click Edit Task.
  3. In the Overview section, select Fixed Dates for the Task Constraint field.
  4. Specify the Planned Start and the Planned Completion Dates of the task.
  5. In the Settings area, specify the Resource Scope.

    Select from the following:
    • None (this is the default): Select this value if you allow for the user assigned to the task to be assigned to other tasks during the same time frame of the task. 
    • Global: Select this value if you do not want to allow for the user assigned to the task to be assigned to other tasks during the same time frame of the task. 
      IMPORTANT 
      When the Task Constraint is not Fixed Dates, you cannot edit the Resource Scope. In that case, the Resource Scope always defaults to None, and the user assigned to the task can be assigned to other tasks during the same time frame.  
  6. Click Save Changes.

Understanding Tasks with a Global Resource Scope

When trying to assign a user to a task with a Fixed Dates constraint and a Resource Scope of Global, and that user is already assigned to another task with a Fixed Dates constraint and a Resource Scope of Global, you receive a scheduling conflict warning.

resource_scope_global_warning_for_tasks.png

You are not able to perform the following actions:

  • You cannot assign a user to a task that has a Global Resource Scope of  if the user is already assigned to another task that has a Global Resource Scope for the same time frame. 
  • You cannot reassign the task to a user who is already assigned to another task that has a Global Resource Scope for the same time frame.
  • You cannot change the dates on the task with Global Resource Scope to dates that belong to another task with a Global Resource Scope.

IMPORTANT All tasks to which the user is assigned must have the Resource Scope set to Global in order to receive this warning. The warning does not display for a user with scheduled tasks using any other task constraints or tasks with a Fixed Date constraint and a Resource Scope of None.