Assigning Projects or WBS Elements to Resources or Roles
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.
Related Topics
Assigning Resources or Roles to Projects or WBS Elements
Searching for a Resource to Assign
Allocating Units to Resources or Roles
Allocating Units by Spreading Units Across a Time Period
Splitting Resource Assignments
Exporting the Planning Spreadsheet
Planning Page of the Resources Section
Last Published Wednesday, July 10, 2024