Assign Resource Time to a Project

Use the Resource Planner at the contact level to adjust a contact's work allocation on project work stages they are currently assigned to.

To assign work to a resource:

1. Go to the contact record and click the Resourcing tab.
   You can click a contact on a project resource plan to access their record. You can also search for contacts from the Activity Zone.
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.