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Add a Resource to a Project

Available in: Enterprise and Premier

Step-by-Step

How to Add a Team Member to a Project

  1. Hover over Planning on the left-side nav bar and select Master Planning.Planning-Left-Side-Nav-Bar.png
  2. Select Project from the Group By drop-down menu.Project-Drop-Down.png
  3. Find your project in the Resource 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-Plus.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

Step-by-Step

How to Add an Unnamed Resource to a Project

  1. Hover over Planning on the left-side nav bar and select Master Planning.
  2. Select Project from the Group By drop-down menu.Project-Drop-Down.png
  3. Find your project in the Resource 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-Plus.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
  6. This adds the new unnamed resource to the bottom of the Resource List. 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. For more information, see the Submit a Resource Request article. 

 

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