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How to replace a generic assignment by doing a drag and drop

In the case of multiple generic assignments, users are able to replace one generic assignment by one or multiple named resource(s).

Settings

The option "Fulfill Generic Assignments", located in the System Settings workspace, Project Settings folder, Global Options tab, Miscellaneous sub-tab, Resource panel section must be selected.

Alternatively, users must select the "Fulfill Generic Assignements" option in the Drag & drop mode popup, available upon clicking on the Gear icon available on the right hand-side of the "Manage Project Resources" button displayed in the Resource Panel.

  1. Log in to the HTML5 client.

  2. Select the Projects Center workspace and open the Project Card.

  3. Select the Gantt tab.

  4. Click on the Manage_people.png button available in the Gantt toolbar to display the Resource Panel.

Replace a generic assignment with one named resource

  1. In the Resource Panel, hover the left-hand side of the Resource row to display the "hand" icon.

  2. Right-click on the mouse and drag the resource on the Task row in the Gantt spreadsheet.

  3. Drop the resource.

  4. In the displayed popup, select the generic resource you wish to fulfill.

  5. Click on the "Apply" button.

Replace a generic assignment with multiple named resources

  1. In the Resource Panel, tick the check boxes available on the left-hand side of the Resources rows.

  2. Hover the left-hand side of one of the resources you ticked to display the "hand" icon.

  3. Right-click on the mouse and drag the resources on the Task row in the Gantt spreadsheet.

  4. Drop the resources.

  5. In the displayed popup, select the generic resource you wish to fulfill.

  6. Click on the "Apply" button.