Add or Remove Requests from Categories

 In Beta

This feature is in beta and available for customers using the Resource Planning tool.

Background

You can add your requests to project categories to organize your work on the Resource Planning Gantt.

Things to Consider

Prerequisites

Steps

  1. Click Assignments and select Gantt (Beta).

  2. On the list side of the page, locate the request.

  3. Take one of the following actions:

    • To add it to a category, click and hold the request. Move the request to hover over the category, or location in the category using a drag-and-drop operation.

    • To remove it from a category, click and hold the request. Move the request to hover over the project name using a drag-and-drop operation.

 Tip

Click the undo icon-gantt-undo.png icon to undo an action. Click the redo icon-gantt-redo.png icon redo a previously undone action.

See Also

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