Adding a resource who already has a user account

In order for a resource to be assigned to tasks, report time against those tasks, manage projects, manage resources, or otherwise perform work against investments, that resource must also have a user account. If your administrator has imported resources, when you add a new resource, they may already have a user account. Use the New Resource from User option to create a new resource based on an existing user account.

To add a resource who already has a user account

  1. Open the Resources Resources Module module.
  2. Right-click the navigation tree and select New Resource to create a new resource based on an existing user account.
  3. In the New Resource dialog box, select a user.
  4. Click Save Save. The resource will be an active resource.