Add or Remove Requests from Categories

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

• Required User Permissions

• Create and Manage Categories in Resource Planning

• Assignment Gantt (Beta)

• Request List (Beta)

• Request List

1. Navigate to the company's Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

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

4. 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.

1. Navigate to the company's Resource Planning tool.

2. Click Requests and select Requests List (Beta).

3. Click the edit icon in the request's row.

4. Select the new category.

5. Optional: Select the new subcategory.

6. Click Update.

1. Navigate to the company's Resource Planning tool.

2. Click Requests and select Requests List.

3. Click the configure icon next to the request.

4. Take one of the following actions:

   • To add it to a category, select a category or subcategory from the relevant drop-down menu.

   • To remove it from a category, click the x for the relevant category or subcategory.

5. Click Save.