Adding a Resource to a Project:

  1. Make sure you are set as the alternate or primary manager on the project, if you are not set as a manage, you cannot add resources
  2. Go to Projects / Workspaces and locate the project using the search
  3. Click the drop-down menu on the project and click Details
  4. Click on Resources
  5. Click Actions and Add Resources
  6. Type the person’s last name or first name in the name field and click Search
  7. Click the check-box next to the person’s name and click Next
  8. Uncheck the "Notify resources…" box 
  9. Click Distribute
  10. Type 0 (zero) in the "Hours or % of Capacity" area and click Save
  11. Click Save again

Adding a Resource to a Plan/Task: (Please note, the person will need to be on the project first)

  1. Locate the drop-down menu on the project and click Plans
  2. Under Title, click the plan name to open the plan
  3. Click Check Out in the upper right-hand corner
  4. Scroll to the right and check the box next to the resource's name under the Resources column, then click out of the box
  5. Click Check In


Article number: 
Last updated: 
November 5, 2019