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Add a Resource to a Project

 

How to Add a Team Member to a Project

  1. Hover over Resourcing in the left navigation and select Resource Center.
  2. Select the Projects tab.
    Project-tab.png
  3. Find your project in the Projects list and click the arrow to the left of the name to expand it.
  4. Scroll down to the end of the project and click Add Team Member.
    Add_Team_Member.png
  5. As you start typing a name or a role, a drop-down will appear below the field, populated with a list of available members. Select the one you want to add to the project.
    Add-Team-Member-2.png

How to Add an Unnamed Resource to a Project

  1. Hover over Resourcing in the left navigation and select Resource Center.
  2. Select the Projects tab.
    Project-tab.png
  3. Find your project in the Projects List, and click the arrow to the left of the name to expand it.
  4. Scroll down to the end of the project and click Add Unnamed Resource.
    Add_unnamed_resource.png
  5. As you start typing, a drop-down will appear below the field, populated with a list of available Account Roles. If Rate Cards are enabled, you will only see Roles associated with the Rate Card on the Project. Select the Role you want to add.
    Add-Unnamed-Resource-2.png
    This adds the new unnamed resource to the bottom of the Resource List.
    Note: If Resource Requests are enabled in the Resource Management Settings, you can now use the new unnamed resource to submit a request for a named resource.

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