Project Team Tab - Assemble project team manually

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Project Team Tab - Assemble project team manually


▶ Only for project types with the Project Team tab.


➢Go to the Project Team tab.

➢Click on New Team Member.

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▶ Resource type Company is preset. I.e. a member of your organization that is listed under Resources.


➢Click in the Resource field.

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➢Search for the desired person.

➢Add further team members: Click on the arrow next to the Save button and select Save & Create New.

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➢Click Save and Close to complete the task.

Add people to the project team who are not listed as a resource:

➢Select the Local resource type in the Quick Create form.

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➢Enter the name of the person you want to add to the project team.

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➢Click on Save and Close.


▶ Local resources cannot be entered in the resource plan. Local resources can be assigned in the schedule.