Manage resource assignments for an event

You can manage resources for an event's deliverables, risks, issues, opportunities, and checklists from the program timeline. When you select the event, you can view the Summary information below the program timeline, or Open the event when you hover over it to view the event properties in a full screen and remove the user from that view.

Manage resource assignments from the Summary view below the program timeline

Select a layout from Layout Manager to display the summary information for a program object below the timeline, and then follow the steps below.

Procedure

1. Select the event from the program timeline. The event information is displayed below the timeline.
2. Select the appropriate tab (Deliverables, Checklists, Risks, Issues, and Opportunities) that contains the object you want to manage.
3. Select the event object.
4. Click Resource Assignment and then choose one of the following:
   • Click Assign Resource to open the Assign Resource panel. Choose a user or assign the object to a group of users in your organization. (Tip: If you have a large number of users, you can filter the list by Group, Role, and Project. If you know the exact user or resource pool you are looking for, you can type the name into the Filter box.)
   • Click Remove User to remove the assigned user from the selected object.

Manage resource assignments by opening the event from the program timeline

Procedure

1. Hover over an event on the program timeline and then click Open. The event opens in a full screen to the Overview tab.
2. Select the appropriate tab (Deliverables, Checklists, Risks, Issues, and Opportunities) that contains the object you want to manage.
3. Select the event object.
4. In the upper right corner of the table, click Resource Assignment and then choose one of the following:
   • Click Assign Resource to open the Assign Resource panel. Choose a user or assign the object to a group of users in your organization.
   • Click Remove User to remove the assigned user from the selected object.
5. When you are finished managing the object, click Previous Location to return to the program timeline.

Program Planning, 2606 — Unpublished work. © 2025 Siemens