Planning Toolbar

Overview

The following icons and screen elements appear in this toolbar; however, their availability is subject to change based on your current selections, view settings, security permissions, and other factors.

Screen Elements

"" Assign Resource

Opens a dialog box where you select a resource to assign to the selected project or WBS.

"" Assign Resource Using Search

Opens a dialog box where you enter search criteria to locate a resource to assign.

"" Assign Role

Opens a dialog box where you select a role to assign to the selected project or WBS.

"" Assign Project

Open a dialog box where you select a project to assign to the selected resource.

"" Split Resource Assignment

Divides the selected resource assignment between the currently selected resource and another one you choose based on an allocation percentage.

"" Cut

Cuts the selected item and applies it and its attributes to the temporary clipboard, removing it from its current location. The item and applicable attributes can then be pasted to another supported location.

"" Copy

Copies the selected item and its applicable attributes to the temporary clipboard, leaving the original in its current location. The copied item and applicable attributes can then be pasted to another supported location.

"" Paste

Completes a Cut or Copy operation by inserting an item and its associated attributes into a supported location.

"" Delete

Deletes the selected item or items permanently.


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