Assigning and removing resources

You can assign a free resource (no green capacity utilization bar can be seen) by dragging and dropping staff mem­bers from the resources list at the bottom onto the mission bar of the activity list.

A red mission bar becomes yellow. You can check the new resource assignment In the tooltip of the mission bar. In the resource list, the capacity utilization bar automatically appears. If you expand a resource (+), the individual activities become visible (yellow or green).

You can assign resources only to red and yellow appointments, or remove resources from them. With appointments already released, the resource assignments cannot be changed anymore. The release must be reset first.

With interactive resource assignments in the planning board, the following logic applies: The first assignment of a resource automatically becomes the Responsible of the activity (role = Main initiator). All other assignments are added to the attendee list with the Necessary attendee role. If the responsible is removed, the first attendee becomes the responsible.

All assigned resources can be removed in the activity list directly in the mission bar using the Delete all resource assignments context menu item [Ctrl+D]. Then, the yellow mission bar in the activity list at the top turns red.

You can remove an individual resource from the resource list directly in the mission bar at the bottom using the Delete resource assignment context menu item [Ctrl+D]. The yellow mission bar in the activity list at the top turns red if the removed resource was the only one assigned.