Assign roles to resources from the Resources window

  1. Choose Enterprise, Resources, then select the resource to which you want to assign a role.
  2. Click the Roles tab, then click Assign.
  3. Select the role you want to assign.
  4. Click the Assign button, then click the Close button.
  5. In the Roles tab, double-click the Proficiency column and select a skill level.
  6. If this is the resource’s primary role, mark the Primary Role checkbox.

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Last Published Wednesday, May 25, 2016