Adding resources to projects

When the request for a member of a project team exceeds their remaining availability or when a project was planned with generic resources, it can be necessary to add personal resources to a project.

There are two options to do this:

Option 1: In the Matrix view

Click Matrix in the Views group of the menu bar.

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Select the appropriate checkbox to assign a resource to a project.
The checkmark will have a black background. The background will turn red when commitments are made for the resource.

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Option 2: In the main table

Select the name of a resource in the main table.

On the menu bar, click the arrow next to Add item and select Add Project Assignment.

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Select the project to which you want to assign the resource from the drop-down menu.
If you want to assign the resource to several projects at once, select further projects.

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Click OK.

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