Adding Resources to a Project

Instructions for adding project resources in TDNext.

To add resources to a project, the resource must be added to the "Resource" section of the Project Details window. It is important to note that only resources added to the project will be available within the plan manager for task assignments on project plans. Also, a resource will only be available for the date range that falls between the start and end dates indicated in the Project Details > General section. To add a resource to a project, follow the steps below: 
1. From the Resources section of the project, click the Actions > Add Resources button

2 You can click Search to view all available resources or filter resources by name, primary role, resource pool, or employee status.

ITS staff members have been assigned to one of the following Resource Pools:  

Each ITS staff member has been assigned a resource pool.  To assign resources based on the Resource Pool, follow the following steps:

1.  Click on Add Resource.  You will see those resources already assigned to the project

2.  To use the Resource Pool feature, Click on the magnifying glass for the Resource Pool

3.  Find the team that you want to assign to your project and mark the team or teams to be inserted into your project plan

4. Click Insert Checked button, and all of the resources in that pool will be listed.  

5.  Select the individuals that will be on your team.

6.  Click Next to Notify resources that they have been added and describe the scope of work.