Add and Maintain Plan Assignments
Use the grids on the Labor, Expenses, Consultants, and Units tabs of the Plan form to assign labor resources, expenses, consultants, and units to specific elements of a plan work breakdown structure.
- Related Topics:
- Assign Resources to Projects in Project Planning
To assign one or more resources to work on a project, navigate to the Plan form in the Projects hub, select the project, and specify the resource assignments on the Assign Resources to Project dialog box. - Assign Expense Types in Project Planning
If you have enabled planning for expenses, you can assign expense types to work breakdown structure (WBS) elements in a project plan and enter planned amounts for them. - Assign Consultant Types in Project Planning
If you have enabled planning for consultants, you can assign consultant types to work breakdown structure (WBS) elements in a project plan and enter planned amounts for them. - Assign Units in Project Planning
If planning for units is enabled for your company, you can assign units to lowest-level work breakdown structure (WBS) elements in a project plan and enter planned quantities for them. - Sort Resources in the Labor Planning Grid
Use the Column Settings & Selections dialog box to select a sorting option for resources in the grid on the Labor tab of the Plan form. - Reassign Work on a Project to Another Resource in Project Planning
If you assign work on a project to an employee or generic resource and later want to transfer all or part of the assignment hours to another resource (for example, from a generic resource to a new employee you have just hired for the project), you can reassign them from the Labor tab of the Plan form in the Projects hub. - Reassign an Expense Type Assignment in a Project Plan
In a project plan, if work breakdown structure (WBS) elements have expense assignments, you can use the Reassign Expenses dialog box to transfer all or part of the assignment to another expense and/or vendor. - Reassign a Consultant Type Assignment in a Project Plan
In a project plan, if work breakdown structure (WBS) elements have consultant assignments, you can use the Reassign Consultants dialog box to transfer all or part of the assignment to another consultant and/or consultant type. - Reassign Unit Quantities to Another Unit or Account in a Project Plan
In a project plan, if work breakdown structure (WBS) elements have unit assignments with planned quantities, you can use the Reassign Units dialog box to transfer all or part of the assignment to another unit or to a different account. - Reschedule Assignment Dates in a Project Plan
Use the Reschedule Assignments dialog box to shift or change the duration of assignment date ranges in a plan. - Delete a Resource Assignment in Project Planning
If you assign a resource to work on a project and later want to remove that assignment, you can do that on the Labor tab of the Plan form in the Projects hub. - Delete an Expense Type, Consultant Type, or Unit Assignment from a Project Plan
If you assign an expense type, consultant type, or unit to a project and later want to remove that assignment, you can do that on the Expenses tab, Consultants tab, or Units tab of the Plan form in the Projects hub.
Parent Topic: How to...