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:

1. From the Vision Navigation menu, click Planning >  Resource Management > Generic Assignments.
2. Click the Resource column that corresponds to the generic resource that you need to replace.
3. 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.

4. Click Save.

   After you save your changes, the named resource remains in this view until you conduct another search.