Add a Resource or Update Resource Schedules on a Project or OPW

In approved projects & OPWs, complete the Resource tab:

Add a new resource

  1. Select the Resource tab.
  2. Select Add Resources.
  3. Enter Name of person, select search, select using checkbox, select next.
  4. Enter a schedule if necessary, select save.

Updating a resource schedule

  1. Select on the Resource tab.
  2. Select the name of person.
  3. Update schedule as necessary, select save.
     

Tips

  • Scheduled hours should be adjusted as the project progresses
  • Update the Resource tab monthly or as needed