Assigning Multiple Resources to Projects

Your administrator can edit the Assignment Field Sets and Contact Field Sets to modify the fields that appear on this page.

You can assign multiple resources to a single project and update the scheduling strategies for assignments.

To assign multiple resources to a project:

  1. Select the project to which you want to assign resources.
  2. On the Assignment related list, click Assign Multiple Resources. The Mass Assign Resources To Project page opens and displays a list of available resources.
  3. [Optional] Filter the resources that you want to assign to the project. In Filter Options, select an available option from the fields to locate resources.
  4. Click Filter.
  5. In Select Resources, select the resources you want, or select the checkbox in the heading if you want to assign all resources to the project.
  6. Click Create Assignments.
  7. Complete the fields described in Mass Assign Resources to Project Fields.
  8. [Optional] Configure a scheduling strategy for one or more assignments. In the Assignment Details area, select the assignments using checkboxes. In the Scheduling area, do one of the following:Click Update Schedules for Selected Assignments to apply the scheduling strategy.
  9. Click Create Assignments.
  10. [Optional] Click Assign Milestones to Assignments to assign milestones to the assignments you have created. See Assigning Multiple Milestones to Assignments for more information.

Related Concepts

Assignments and Schedules

About Scheduling Strategies

Reference

Assignment Detail Fields

Assignment Schedule Fields

Assign Resource to Project Fields

Close Assignments Fields

Self-Assignment Fields

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