Add project resources

Resources are employees or contractors that you assign to a project or task. You can categorize your resources and search for the right one by different criteria, like skill, location and availability. You can assign resources to projects and task with specific time frames and budgets.

The following procedure shows you how to create a basic resource assignment, without the ability to search for resources or track resource schedules. For advanced resource management, enable resource scheduling for projects.
Subscription

Access can vary depending on your organization's subscriptions and your permissions to features.

Subscribe to the Projects application to enable Project Costing. Timesheets are available with a subscription to Time and Expenses. You must have the Time application to approve timesheets.

User type
  • Business with admin privileges
  • Project Manager
Permissions
  • Business: all
  • Project manager: create, edit
  1. Go to Projects > All > Project resources.
  2. In the upper right corner, select +Create.
  3. Enter or select a Project name from the dropdown list.
  4. Enter or select an Employee name from the dropdown list.
  5. Enter or select an Item from the dropdown list.
  6. Specify optional information, as necessary.
  7. Select Save.
You can also add a resource to a project on the Resources and billing tab on the Project Information page: Projects > All > Projects > Project resources > Edit > Resources and billing tab.