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Assigning a Resource to Projects on the Resource Planner
To assign a resource to a project from a resource listed on the resource planner:
- Display the Resource Planner and search for the resource that you want to assign.
- Click the resource that you want to assign.
- Click the Assign Resource to Project Icon:

The Mass Assign Resource to Project page appears.
- Select the checkboxes for the projects that you want to assign the resource to and click Create Assignments.
- Complete the fields on each assignment line. See "Mass Assign Projects to Resource Fields".
- Click Create Assignments.
The assignments are created and listed.
- If you want to view the details of an assignment or project, select the link for that assignment or project.
- To display the details for the Resource, click Back to Resource.