Resources

Resources users are used in the Engineering module to for assignment to claiming steps on scope items. Resources configured at the organization level are available to all projects in the organization. For more information, see Resources in organization settings.

You can manage resources user assignment limits for your project in Settings > Design > Engineering > Resources.

Limit user assignments to only those Teams associated with the project - When set to Off, any user with project permissions will be available to assign on the project. When set to On, only those users who are associated to Teams assigned on the project will be available to assign on the project.

By default, this toggle is set to Off. To set the toggle to On, at least one team must be added to the project.

Considerations

  • You must have Level 3 – Account Admin permissions in InEight Platform or a role with the applicable permissions in Engineering.

  • When you set the Limit user assignment to only those Teams associated with the project toggle to On after the project has started, the system validates that all users assigned to incomplete claiming steps are associated with teams added to the project.