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:

  1. On the "" Navigation Menu, expand "" Resources and click Planning.
  2. On the Planning page, select a resource or a role.
  3. Click Assign... "", and select Project.
  4. 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.
  5. On the Planning page, click Save.