View task resources

Any employee who works on a project task is considered a resource. You can view, manage, add, or import resources for one or more tasks.

This page supports only basic resource assignment, without the ability to search for resources or track resource schedules. For advanced resource management, enable the Project & Resource Management module.
Subscription

Projects

User type

Business

Construction Manager

Employee

Project Manager

Warehouse
Permissions Task Resources: List , View
  1. Go to Projects > All > Projects > Task resources.
  2. Find the project and resource name in the list, then select More actions > Add, Edit, Delete, or View at the end of the row.

    You might need to use the sort or search functions to find the right project and assigned resource.

  3. Optionally, add, edit, or delete resource information on the Task Resource Information page.
  1. Go to Projects > All > Projects > Task resources.
  2. Find the project and resource name in the list, then select Add, Edit, Delete, or View, as appropriate.

    You might need to use the sort or search functions to find the right project and assigned resource.

  3. Optionally, add, edit, or delete resource information on the Task Resource Information page.

Import resources into a task

  1. Go to Projects > All > Projects > Task resources.
  2. In the upper right corner of the window, select Import.
  3. To import a CSV file, do the following:
    • Select Download to access the CSV template. Use this template to assign resources to projects, and save it to your local drive.
    • Select Browse to find the CSV file on your local drive.
  4. To import the records offline while you continue to work, select Process & Store.
  5. Enter your email address to be notified if errors occur during the import process.
  6. Select Import.