How to Edit Resource and Role Assignments in Primavera P6

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How to Edit Resource and Role Assignments in Primavera P6

00 How to Edit Resource and Role Assignments in Primavera P6

If you have the required privilege, you can add, edit, or delete resource and role assignments directly on the Activities page or in Activity Details.

To assign a resource to an activity, select the activity in the Activity Table or, then click Assign Resource on the Activities toolbar. Select the resource you want to assign, click Assign, then click Close.

To assign the same resource to multiple activities, use Ctrl-click or Shift-click to select multiple activities in the Activity Table before selecting a resource.

To assign a role to an activity, select the activity in the Activity Table, then click Assign role on the Activities toolbar. Select the role you want to assign, click Assign, then click Close.

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To assign the same role to multiple activities, use Ctrl-click or Shift-click to select multiple activities in the Activity Table before selecting a role.

To edit or delete an activity’s assignments, or to add additional assignments for an activity, right-click on the activity and choose Edit Assignments. The application launches the Activity Assignments dialog, in which you can add or delete assignments, replace existing assignments, and edit an assignment’s details.

Tip: Assignments you add to an activity in the Activity Assignments dialog are immediately saved to the database; you do not have to click Apply or Save in this dialog. If you add an activity assignment, then click Close, the assignment you added is still retained. Changes you make to existing assignments (edits or deletes) in the Activity Assignments dialog are automatically saved when you click Apply or Save. Regardless of the task you perform (add, edit, or delete), the icon to save changes icon on the Activities toolbar is disabled, even after closing the dialog. Since the saving of assignment changes occurs within the Activity Assignments dialog, the yellow flag to represent edited activity icon does not appear next to the activity in the Activity Table when you add, edit, or delete assignments in this dialog.

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