Teams (projects and investments) › How to Work with Task Assignments › Assign Resources from the Gantt View

Assign Resources from the Gantt View

Use the following procedure to assign resources to tasks directly from the work breakdown structure (WBS) in the Gantt view. You can assign resources to a task within the WBS or use the Assign Resources icon on the Gantt view toolbar. You can only assign resources to detail tasks.

The Assignment Pool setting for the project determines the list of resources who can be assigned to the task. If the setting is Resource Pool, select from a general list of resources you have access to. When you select a non project team resource and assign the resource to the task, the resource gets added as a team staff member. If the setting is Team Only, select resources present on the project team. You require to staff resources to the project before you can assign them to a task.

If you remove an assigned resource by clicking Remove in the Assigned Resources column, the resource is removed from the task when you save. In case the resource has posted actuals, the resource is added back to the task when you click Save.

Use one of the following procedures to assign resources:

Follow these steps:

1. Open the project and click Tasks.

   The list page appears.

2. Open the Tasks menu and click Gantt.

   The Gantt view appears.

3. Click the following field and begin entering the resource name:

   Assigned Resources

   Defines the name of the resource assigned to the task.

   Required: No

   Auto suggest displays a list of matching resources.

4. Select the name of the resource to assign to the task.
5. Save or move to another row.

Follow these steps:

1. Open the project and click Tasks.

   The list page appears.

2. Open the Tasks menu and click Gantt.

   The Gantt view appears.

3. Select a task and click the Assign Resources icon on the toolbar.

   The assign resources page appears.

4. Select the resource and save.
5. The resource name is added to the Assigned Resources field for the task.
6. Save or move to another row.

More information:

How to Work with Task Assignments

Edit General Properties (Investments)

Gantt View Quick Tour

Add Resources or Roles to Projects