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Assign Resources to Work Items in the Work Plan Grid

  • Updated

This article explains how to assign resources to Work Items in the Work Plan Grid / List.

From the Resource Panel

  1. Click the Resources icon in the Work Plan header. The Resources panel will open on the right side of the screen.

    Open_the_Resources_Panel_in_the_Work_Planner.png

  2. Select the desired resource from the list, then drag and drop the resource to the desired Work Item.

    Note

    It is helpful to have the Assigned Resources column added to your Work Planner view so you can easily see which resources are assigned to which tasks.

    Add_Resources_to_Work_Item_From_Panel.png

From the Resource Usage Panel

  1. Go to the Grid Options menu Grid_Options_Hamburger.png > Resources > Show Resource Usage. The Resource Usage panel will open at the bottom of the screen.

    Open_Resource_Usage_Panel.png

  2. Select a resource from the list, then drag and drop the resource to the desired Work Item.

    Note

    It is helpful to have the Assigned Resources column added to your Work Planner view so you can easily see which resources are assigned to which tasks.

    Add_Resource_to_Work_Item_From_Resource_Usage.png

From the Assigned Resource Field

  1. Click in the Assigned Resources field for the desired Work Item. The Resource selection menu will open.

  2. Select a resource from your team. You may also type in a new name of a resource. After you do so, the project plan will be shared with them.

    Note

    You may want to review and adjust their permissions after adding a new resource to your plan.

Add_Resources_to_Work_Item_From_Field.png

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