You can assign projects or WBS elements to a resource on the Plan Resources page when the Resource Planning spreadsheet is filtered by resource, resource team, or resource code; you can assign projects or WBS elements to a role when the spreadsheet is filtered by role or role team.
Notes: You cannot assign projects or WBS to a resource or role assignment row. Additionally, when the spreadsheet is filtered by resource team, role team, or resource code, you must expand the resource or role row before you can assign a project or WBS.
To assign projects or WBS to a resource
- From the Resources action menu in the global navigation bar, choose Plan Resources.
- In the Filter by field, click
to select the project, project code, portfolio, resource, resource team, resource code, role, or role team by which you want to filter resource planning data.
- To assign a project, select the resource assignment row, then click
at the top middle of the spreadsheet or right-click and select Assign Project.
- On the Assign Project page, select the project you want to assign, then click Assign. To assign a WBS, select the project from the projects list, then click Assign WBS. Select the WBS you want to assign from the Assign WBS page, then click Assign. If the selected project does not contain any WBS, a message appears prompting you to select another project.
Note: You can assign multiple projects and WBS elements to a role or resource.
To assign projects or WBS to a role
- From the Resources action menu in the global navigation bar, choose Plan Resources.
- In the Filter by field, click
to select roles or role teams by which you want to filter resource planning data.
- To assign a project, select the role row from the spreadsheet, then click
at the top middle of the spreadsheet or right-click and select Assign Project.
- On the Assign Project page, select the project you want to assign, then click Assign. To assign a WBS, select the project from the projects list, then click Assign WBS. Select the WBS you want to assign from the Assign WBS page, then click Assign. If the selected project does not contain any WBS, a message appears prompting you to select another project.