Assigning a Resource to Projects on the Resource Planner

To assign a resource to a project from a resource listed on the resource planner:

  1. Display the Resource Planner and search for the resource that you want to assign.
  2. Click the resource that you want to assign.
  3. Click the Assign Resource to Project Icon:

    The Mass Assign Resource to Project page appears.

  4. Select the checkboxes for the projects that you want to assign the resource to and click Create Assignments.
  5. Complete the fields on each assignment line. See "Mass Assign Projects to Resource Fields".
  6. Click Create Assignments.

    The assignments are created and listed.

  7. If you want to view the details of an assignment or project, select the link for that assignment or project.
  8. To display the details for the Resource, click Back to Resource.

Related Information

Using the Resource Planner

About the Resource Planner

Reference Materials

Planner Fields

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