Use resources in Project Planning

Plan resources for project activities and review their daily availability.

You can also use resources in Project Planning.

This helps you plan equipment alongside project activities.

Use this after you enable and open the Project Planning Board.

What you do in Project Planning

Use the resource view to:

• review daily availability
• filter by category
• assign resources to project work

What the colors help you see

Typical planning colors show whether a resource is:

• available
• already planned
• not available

1

Open Project Planning

Go to the Project Planning module.

2

Open the resource view

Use the Resources tab below the planning board.

3

Choose the date

Select the day you want to review.

4

Filter or review the list

Filter by category if needed.

Then check which resources are available.

5

Assign the resource

Drag the resource to the activity you want to plan.

Frequently asked questions

Can I filter resources in Project Planning?

Yes.

You can filter by category.

Can I review a full week at once?

No.

Availability is reviewed per day.

Do resources need a category to appear?

Yes.

Only categorized resources appear in the planning view.

Related topics

• Projects
• Use the Project Planning Board
• Create resource categories
• Use resources in the Scheduler
• Create and manage resources