To assign resources on taskssingle task:
- Go to your Project Project and to the Interactive Gantt view.
- From the Interactive Gantt, select a task and click in a cell under the Resources column. The Assign Resources window will be shown as seen below.
- In this window, check the resources you want to assign on the tasks. You can enter the allocation in h(hours) or %.
- Click Ok. The resource(s) are allocated to the Click on the Resources column for a task.
- In the new pop-up, you can search for the resources by typing in the search bar or scroll down the list.
- After you locate the resource, enter the Units (% or Hr) against the person to allocate on the selected task.
- Click on Ok. The selected resource(s) are assigned on the selected task.
To assign resource resources on many multiple tasks at once:
- Go to your Project.
- From the Interactive Gantt, select task(s) against which you wish to add a resource.
- Click More > Resources > Assign Resources.
- In the Assign Resources dialog box, from the Resource drop-down list, select a resource, enter the % allocation and click OK. The selected resource is assigned to multiple tasks at onceyour Project and to the Interactive Gantt view.
- Select one or more tasks and right-click in a cell.
- From the context menu, point to Resources > Assign a Resource.
- In the new pop-up, check the resource you want to assign for selected tasks. You can enter the allocation in Hr or %.
- Click Submit. The resource(s) are allocated to the task.
To replace a resource on many tasks at once:
- Go to your Project.
- From the Interactive Gantt, select multiple tasks and click More > Resources > Replace Resource
- In the Replace your Project and to the Interactive Gantt view.
- Select one or more tasks and right-click in a cell.
- From the context menu, point to Resources > Replace a Resource.
- In thenew pop-up, for the Resource drop-down list, select a resource which you want to replace.
- In the By drop-down list, select a resource which the new resource you want to assign.
- Click OK Submit. The new resource is replaced on the task with the previous allocation.
To remove resources on tasks:
- Go to your Project.
- From the Interactive Gantt, select a task and right-click on it and click on the Edit icon.
- Under the Resources section, click on Edit link.
- On the Allocation window, remove the percent or hours your Project and to the Interactive Gantt view.
- Click on the Resources column against the task whose resources you wish to remove.
- In the new pop-up, un-check the checkbox besides the resource OR clear the allocation against that resource and click OK.Click Save. The resource is removed from the task.