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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:

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Planning.
  3. On the Planning page, click "" Filter and Group By if you need to change your selection.
  4. In the Filter by dialog box:
    1. Choose Resources, Resource Teams, or Resource Codes.
    2. Click a resource, resource team, or resource code.
    3. Click OK.
  5. On the Planning page, right-click a resource assignment row and choose "" Assign Project.
  6. 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.
  7. In the Assign Project dialog box, click Close.
  8. On the Planning page, click Save.

Related Topics

Resource Planning

About Resource Planning

Customizing the Resource Planning Spreadsheet

Assigning Resources or Roles to Projects or WBS Elements

Modifying Resource or Role Assignment Dates

Allocating Units or the Percentage of Available Units to Resources or Roles

Synchronizing Resource Planning Dates

Splitting a Resource or Role Assignment

Categorizing Resource or Role Assignments using Status Codes

Exporting the Resource Planning Spreadsheet

Planning Page


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