Assigning Projects or WBS Elements to Resources or Roles
You can assign one or more projects or WBS elements to one or more resources on the Planning page when the Resource Planning spreadsheet is filtered by resource, resource team, or resource code. You can also assign projects or WBS elements to roles when the spreadsheet is filtered by role or role team.
To assign projects or WBS elements to a resource or role:
- Click
Resources. - On the Resources navigation bar, click
Planning. - On the Planning page, click
Filter and Group By if you need to change your selection. - In the Filter by dialog box:
- Choose Resources, Resource Teams, or Resource Codes.
- Click a resource, resource team, or resource code.
- Click OK.
- On the Planning page, right-click a resource assignment row and choose
Assign Project. - In the Assign Project dialog box:
- To assign a project, 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. On the Assign WBS dialog box, select the WBS you want to assign, then click Assign. If the selected project does not contain at least one WBS, a message appears prompting you to select another project.
- In the Assign Project dialog box, click Close.
- On the Planning page, click Save.
|