You can assign a project or WBS elements to resources on the Planning page when the spreadsheet is filtered by resource, resource team, or resource code. You can also assign a project or WBS to roles when the spreadsheet is filtered by role or role team.
To assign a project or WBS to a resource or role:
- Click Resources.
- On the Resources navigation bar, click Planning.
- On the Planning page, select a resource or a role.
- Click Assign...
, and select Project.
- In the Select 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. In the Select Parent dialog box, select the WBS you want to assign, then click OK.
- On the Planning page, click Save.