Select Generic Resources with the Project Planning Resource Search
Generic resources are labor category placeholders that represent resource assignments in a plan. Generic resources act as placeholders for actual people to be named later.
To select one or more generic resources for an assignment, complete the following steps:
- Click Generic to display the Generic Resource lookup.
- Select Resource Name from the drop-down list for the Search By field.
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Click
Search.
Vision lists the generic resources alphabetically.
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Select one or more generic resources for the assignment:
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Click on a single category.
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Use SHIFT + click to select multiple, consecutive categories.
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Use CTRL + click to select multiple, non-consecutive categories.
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Click
Select.
Vision assigns the generic resource(s) to the WBS element selected.