Assigning, Reassigning, Replacing Resources on tasks

To assign resources on single task:

  1. Go to your Project and to the Interactive Gantt view.
  2. Click on the Resources column for a task. 
  3. In the new pop-up, you can search for the resources by typing in the search bar or scroll down the list. 
  4. After you locate the resource, enter the Units (% or Hr) against the person to allocate on the selected task.
  5. Click on Ok. The selected resource(s) are assigned on the selected task.

To assign resources on multiple tasks:

  1. Go to your Project and to the Interactive Gantt view.
  2. Select one or more tasks and right-click in a cell.
  3. From the context menu, point to Resources > Assign a Resource. 
  4. In the new pop-up, check the resource you want to assign for selected tasks. You can enter the allocation in Hr or %.
  5. Click Submit. The resource(s) are allocated to the task.

To replace a resource on many tasks at once:

  1. Go to your Project and to the Interactive Gantt view.
  2. Select one or more tasks and right-click in a cell.
  3. From the context menu, point to Resources > Replace a Resource.
  4. In thenew pop-up, for the  Resource drop-down list, select a resource which you want to replace.
  5. In the By drop-down list, select the new resource  you want to assign.
  6. Click Submit. The new resource is replaced on the task with the previous allocation.
     

To remove resources on tasks:

  1. Go to your Project and to the Interactive Gantt view.
  2. Click on the Resources column against the task whose resources you wish to remove.
  3. In the new pop-up, un-check the checkbox besides the resource OR clear the allocation against that resource and click OK. The resource is removed from the task.