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

Assign Resources from the Gantt View

Assign resources to detail tasks from the work breakdown structure (WBS) in the Gantt view using one of the following methods:

• In line edit. Click in the Assigned Resources field next to the task and start entering the name of the resource. Auto suggest displays a list of matching resources from which you can select and assign.

  To remove an assigned resource, click Remove in the Assigned Resources column. The resource is removed from the task when you save. If posted actuals exist for the resource, the resource is added back to the task when you save.

• Gantt toolbar. Select a task and click the Assign Resources icon on the toolbar.
• Task properties. Click a task name link to open the task properties. From the task properties, assign resources to the task.

Note: You can only assign resources to detail tasks.

The assignment pool setting for the project determines the resources you can assign to a task. The product supports the following assignment pool settings:

• Resource Pool. Select from a general list of resources accessible to you. When you assign a resource from outside the project team, the resource is added to the project team as a staff member.
• Team Only. Select from resources present on the project team. The team members must be project staff before you can assign a task to them.

More information:

How to Work with Task Assignments

Edit General Properties (Investments)

Gantt View Quick Tour

Add Resources or Roles to Projects