Assign Work on a Project to a Resource

Use the resource plan at the project level to allocate work to resources.

To assign work on a project to a resource:

  1. Go to the project and click the Resourcing tab.
    If the Resourcing tab is not available, click more to display all available tabs.
  2. On the Resource Planner toolbar, click Edit Plan.
  3. From the Allocation list, select the number of days, hours, or percentage that you want to allocate to one or more project work stages.
  4. Do any of the following:
    • To assign the selected allocation to a single week, click the cell that relates to the week, resource, and work stage or variation.

      To undo an allocation, click the cell again.

    • To assign the selected allocation to an entire row, click .
    You can hover over a cell for a contact to view the contact's resourcing information for a particular week. This includes their availability and absence for the week, as well as details of any other projects they are resourced to work on.
  5. Click Save.