TeamDynamix: How do I Manually Edit the Resource Allocation Percentages on a Project Plan Task?

Web Plan Manager

  1. Do NOT Check Out the plan
  2. Select the entire task row
  3. Right click and select Task Details
  4. Select Resources tab
  5. In the Action column select Edit
  6. Enter new PCT
  7. Select Save in the Action column
  8. Close window and select Refresh in upper left-hand corner

Windows Plan Manager

  1. Check Out the plan
  2. Double-click in task row
  3. Select Resources tab
  4. Drag slider in % Assigned column
  5. Close window
  6. Save & Check-In


Article ID: 1360
Fri 7/19/19 6:02 PM
Mon 7/13/20 3:53 PM