Add or Remove Requests from Categories

Objective

To add or remove requests from categories in Resource Planning.

Background

You can add your requests 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 list side of the page, locate the request.
4. Take one of the following actions:
   • To add it to a category, click and hold the request. Move the request 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 request. Move the request to hover over the project name using a drag-and-drop operation.

See Also

• Create and Manage Categories in Resource Planning
• Add and Remove Assignments from Categories