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Assigning, Reassigning, Replacing Resources on tasks

Assigning, Reassigning, Replacing Resources on tasks

To assign resources on tasks:

  1. Go to your Project.
  2. 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.
  3. In this window, check the resources you want to assign on the tasks. You can enter the allocation in h(hours)  or %.
  4. Click Ok. The resource(s) are allocated to the task.

To assign resource on many tasks at once:

  1. Go to your Project.
  2. From the Interactive Gantt, select task(s) against which you wish to add a resource.
  3. Click MoreResources > Assign a Resource.
  4. 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 once.

To replace a resource on many tasks at once:

  1. Go to your Project.
  2. From the Interactive Gantt, select multiple tasks and click More > Resources > Replace a Resource  
  3. In the Replace drop-down list, select a resource which you want to replace.
  4. In the By drop-down list, select a resource which you want to assign.
  5. Click OK. The new resource is replaced on the task.

To remove resources on tasks:

  1. Go to your Project.
  2. From the Interactive Gantt, select a task and right-click on it and click on the Edit icon.
  3. Under the Resources section, click on Edit link.
  4. On the Allocation window, remove the percent or hours against that resource and click OK.
  5. Click Save. The resource is removed from the task.

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