Adding a Resource is a two-step process. You will need to complete both steps below.
Adding a Resource to a Project:
You will need to add a resource to the project as well as the task (instructions included below) If you do not have the Projects / Workspaces tab added, you will need to add that by going to the Applications Menu on the left-hand side and select Projects / Workspaces
![](https://its.uiowa.edu/sites/its.uiowa.edu/files/styles/large/public/wysiwyg_uploads/Screen%20Shot%202022-10-24%20at%202.16.09%20PM.png?itok=v6-o31jr)
Go to Projects / Workspaces and locate the project using the search
![](https://its.uiowa.edu/sites/its.uiowa.edu/files/styles/large/public/wysiwyg_uploads/Screen%20Shot%202022-10-24%20at%202.18.12%20PM.png?itok=2HMK-Px7)
Click the drop-down menu on the project and click Manage
![](https://its.uiowa.edu/sites/its.uiowa.edu/files/styles/large/public/wysiwyg_uploads/Screen%20Shot%202022-10-24%20at%202.19.47%20PM.png?itok=sCYHCJ7M)
Click on Resources
![](https://its.uiowa.edu/sites/its.uiowa.edu/files/styles/large/public/wysiwyg_uploads/Screen%20Shot%202022-10-24%20at%202.20.52%20PM.png?itok=QLpLVxmU)
Click Actions and Add Resources
![](https://its.uiowa.edu/sites/its.uiowa.edu/files/styles/large/public/wysiwyg_uploads/Screen%20Shot%202022-10-24%20at%202.22.13%20PM.png?itok=Ta0FzyVp)
Type the person’s last name or first name in the name field and click Search
![](https://its.uiowa.edu/sites/its.uiowa.edu/files/styles/large/public/wysiwyg_uploads/Screen%20Shot%202022-10-24%20at%202.23.31%20PM.png?itok=dqhIEHFw)
Click the check-box next to the person’s name and click Next
![](https://its.uiowa.edu/sites/its.uiowa.edu/files/styles/large/public/wysiwyg_uploads/Screen%20Shot%202022-10-24%20at%202.25.28%20PM.png?itok=nlRbcyOz)
Uncheck the "Notify resources…" box
![](https://its.uiowa.edu/sites/its.uiowa.edu/files/styles/large/public/wysiwyg_uploads/Screen%20Shot%202022-10-24%20at%202.27.44%20PM.png?itok=mMN863Js)
Click Distribute
![](https://its.uiowa.edu/sites/its.uiowa.edu/files/styles/large/public/wysiwyg_uploads/Screen%20Shot%202022-10-24%20at%202.30.08%20PM.png?itok=z3hToNXc)
Type 0 (zero) in the "Hours or % of Capacity" area and click Save
![](https://its.uiowa.edu/sites/its.uiowa.edu/files/styles/large/public/wysiwyg_uploads/Screen%20Shot%202022-10-24%20at%202.28.53%20PM.png?itok=enTAOu7T)
Click Save again
![](https://its.uiowa.edu/sites/its.uiowa.edu/files/styles/large/public/wysiwyg_uploads/Screen%20Shot%202022-10-24%20at%202.30.53%20PM.png?itok=QUmXeT09)
Adding a Resource to a Plan/Task: (Please note, the person will need to be on the project first)
Locate the drop-down menu on the project and click Plans
![](https://its.uiowa.edu/sites/its.uiowa.edu/files/styles/large/public/wysiwyg_uploads/Screen%20Shot%202022-10-25%20at%208.58.47%20AM.png?itok=OdL_L4If)
Under Title, click the plan name to open the plan
![](https://its.uiowa.edu/sites/its.uiowa.edu/files/styles/large/public/wysiwyg_uploads/Screen%20Shot%202022-10-25%20at%209.01.21%20AM.png?itok=rX0qSmQT)
Click Check Out in the upper right-hand corner
![](https://its.uiowa.edu/sites/its.uiowa.edu/files/styles/large/public/wysiwyg_uploads/Screen%20Shot%202022-10-25%20at%209.02.18%20AM.png?itok=z4bv_kgx)
Locate the correct task under the Title column and scroll to the right. Under the Resources column, double-click on the cell with the list of resources for that task. A list of resources will drop down. Check the box next to the resource's name to add them to the task, and click out of the resources box.
![](https://its.uiowa.edu/sites/its.uiowa.edu/files/styles/large/public/wysiwyg_uploads/Screen%20Shot%202022-10-25%20at%209.03.41%20AM.png?itok=aBtTh-sO)
Repeat as needed to add resources to additional tasks. Click Check In
![](https://its.uiowa.edu/sites/its.uiowa.edu/files/styles/large/public/wysiwyg_uploads/Screen%20Shot%202022-10-25%20at%209.05.09%20AM_0.png?itok=qL8TeAVZ)