Assign roles to resources from the Roles dialog box

1. Choose Enterprise, Roles, then select the role you want to assign.
2. Click the Resources tab, then click Assign.
3. Select the resource to which you want to assign the selected role.
4. Click the Assign button, then click the Close button.
5. In the Resources tab, double-click the Proficiency column and select a skill level.
6. If this is the resource's primary role, mark the Primary Role checkbox.

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Last Published Thursday, January 12, 2023