How do I add resources to a PROJECT?

  1. Open the project
  2. Click on Resources in the left nav
  3. Click the Action button
  4. Select Add Resources
  5. Click Search to view all available resources or filter resources by name, primary role, resource pool, and employee status
  6. Select a resource by clicking on the resource's name and create a schedule. You should see their availability for the timeframe of the project's Start and End dates.
  7. Click Save.

Note: If the resource requires approval, it is important to note that the resource will not be officially added to the project until the resource manager approves the resource request.

Unable to add Resources?
If you are trying to add resources to a project and cannot, you might need to adjust the End Date. If you see this message at the top of the Resource tab: "Resources cannot be added to this project because its end date is before today," here is how to fix it so you can add people:

  1. Open the project
  2. Click on General in the left nav
  3. Scroll to Start Date and End Date fields. Update End Date.
  4. Click Save, then Refresh
  5. Go back to Resources and try to add the person again.
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