Add or Remove Assignments from Categories

Objective

To add or remove assignments from categories in Resource Planning.

Background

You can add your assignments to project categories to organize your work on the Resource Planning Gantt.

Things to Consider

• Required User Permissions

Prerequisites

• Create and Manage Categories in Resource Planning

Steps

1. Navigate to the Company level Resource Planning tool.
2. Click Assignments and select Gantt (Beta).
3. On the grid side of the page, locate the assignment.
4. Take one of the following actions:
   • To add it to a category, click and hold the assignment. Move the assignment to hover over the category, or location in the category using a drag-and-drop operation.
   • To remove it from a category, click and hold the assignment. Move the assignment to hover over the project name using a drag-and-drop operation.

See Also

• Create and Manage Categories in Resource Planning
• Add or Remove Requests from Categories