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How do I assign a 'Manager' & 'Resource' to a more than one Task and/or Milestone at a time?

I have created a project template with NO resource assignments (although the template is the same for each project the specific resources will change). When we create a new project using the template, we find out selves having to assign a resource to each task one at a time. This is very time consuming and frustrating.So, my question is:

  • How to I assign a resource to multiple tasks - without having to do it one at a time? (i.e. Select all the items I want a specific resource assigned to and select that resource)

I also have a similar issue with Milestones. We assign a  'Manager' who is responsible for a Milestone and for insuring the tasks/sub tasks are completed. But I notice the 'Manager' of the Milestone does not trickle down to be 'Manager ' of the tasks under that Milestone.

  • Is it possible to have a Milestone 'Manager' be automatically be assigned as the 'Manager' of the tasks & sub tasks under that Milestone?
  • Or, how do I assign 'Manager' to multiple tasks? (similar to my question about assigning resources)
Lee Hodge Answered

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Hi Lee,

I recorded a quick video for you to show you how to quickly update Manager and Resource assignments, which should also apply for tasks. Click here for the quick video: http://screencast.com/t/9IbbTPJyEpn

Please let me know if you have further questions.

Vanessa Michau 0 votes
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Thank you Vanessa! Your solution is spot on.....I am embarrassed I didn't think to try that.

Best regards,

-LH

Lee Hodge 0 votes
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You can assign one resource, select the cell, Ctrl+C to copy it, then use Ctrl+V to paste that assignment in multiple cells just like Excel.  You can do this with with most fields, including Owner and Manager.

Josh Santos 0 votes
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