How to Add Resources to a Project - For Project Managers

  1.  Select the project you would like to resource from the “Projects / Workspaces” tab.

/Users/Bill/Desktop/Adding Resources/Finals/1.jpg

 

  1.  Select “Manage” from the menu.

 

/Users/Bill/Desktop/Adding Resources/Finals/2.jpg

 

  1. Once the project management options open, select “Resources”.

                             

/Users/Bill/Desktop/Adding Resources/Finals/3.jpg

 

  1. Press the green “Actions” button

 

/Users/Bill/Desktop/Adding Resources/Finals/4.jpg

 

  1.  Select “Add Resources”.

 

/Users/Bill/Desktop/Adding Resources/Finals/5.jpg

 

  1. Confirm that the box to include users with no managed capacity is checked.

 

/Users/Bill/Desktop/Adding Resources/Finals/6.jpg

 

  1.  Here you search for the resource you would like to add to the project.  You can search by name, primary role, or resource pool.

 

/Users/Bill/Desktop/Adding Resources/Finals/7.jpg

 

  1.  Once you have found the appropriate resource, check the box next to their name and hit “Next”.

 

 

/Users/Bill/Desktop/Adding Resources/Finals/8.jpg

 

  1.  Check the box to notify the resource and click “Save”.

 

/Users/Bill/Desktop/Adding Resources/Finals/9.jpg

Was this helpful?
0 reviews

Details

Article ID: 10232
Created
Wed 12/9/15 12:32 PM