Assign a Named Resource
As your project plan evolves, you can replace a generic resource in a plan with an actual employee (a named resource).
To assign a named resource, complete the following steps:
- From the Vision Navigation menu, click .
- Click the Resource column that corresponds to the generic resource that you need to replace.
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Enter the name of the employee or use the Employee lookup to select an employee, or use the Resource Search dialog box to search for a resource.
Vision assigns the resource to the WBS element that you selected.
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Click
Save.
After you save your changes, the named resource remains in this view until you conduct another search.