Manage Resources

Additional Information

From the Project - Resources tab, you can manage the resource schedule for a project. From this screen you can add resources to tasks and then schedule time-phased assignments. The following explains how to add, insert, and delete resources.

Note: While you can view resources and assignments in any plan view, you can only add, insert, and delete assignments if you have selected the Current or Current vs. Published plan view.

 

Note: While you can view resources and assignments in any plan view, you can only add, replace, and delete assignments if you have selected the Current or Current vs. Published plan view.

Use the following information and steps to manage the resources assigned to tasks:

Add Resource

This section describes various ways that you can add resources to tasks. New resource rows are added after the last resource beneath the task or directly under the task if there are no existing resource rows. The same resource can be added multiple times to a task.

  • Click the Add button.
    A new resource row is added in the Assignment Details section.
  • Click the right mouse button and then select the Add Resource option.
    A new resource row is added in the Assignment Details section.
  • On a blank resource row, you can directly enter a resource or click the Search button, which provides standard search capabilities to select a resource. If you manually enter a resource, the system will search across all employees, labor resource classes, vendors, and expense resource classes to find a record that matches; if no matching record is found, the field will be blank.
  • Click the Resource Assistant button.
    The Resource Assistant dialog box displays. It allows you to add multiple resources across multiple tasks. For more information, see Resource Assistant.

Insert Resource

To insert a new resource row:

  1. Select a cell with a resource or a blank cell on a row.
  2. Click the right mouse button and then select the Insert Resource option.
    A new row is inserted above the selected resource and the cursor moves to the first cell in the new row.

    Selecting the top row inserts the new row under it.
    If you select two resource rows, and then select the Insert Resource option, two new rows are added.

Delete Resource

As needed, a resource can be removed from the plan. However, if a labor resource has a non-zero assignment published and assignments for the project are not set to be automatically published, the resource cannot be deleted. When a resource is deleted, it is deleted from all current, baseline, and published data.

  1. Select one or more resource rows. Task rows can be selected but will not be deleted.
  2. Click the right mouse button and then select the Delete Resource option.
    The selected resource is removed from all associated current, baseline, and published data.