Summary
This article details the process of adding a user (resource) to a project in TeamDynamix and two options for assigning the user to a project plan task.
How-To
Task: To add a user (resource) to a project.
Instructions
Step 1 - Open Projects from the Applications Menu.
Step 2 - In left-hand navigation, select your project.
Step 3 - Select Manage.
Step 4 - Under "Project Details" navigation, select Resources.
Step 5 - Click on Actions button and select Add Resources.
Step 6 - Enter Search criteria in the "Name" field or search by Dept./Group in the "Resource Pool" field.
Step 7 - Select Search button and check the boxes next to the Resource name(s) you would like to add.
Step 8 - Select Next.
Step 9 - If you do not want to "Notify resources that they have been added", uncheck the box.
Step 10 - Select Save.
Note: If the Resource you added is from another department, the Approver for that department will be notified and will need to approve the Resource.
Outcome
Resource(s) will be added to a project.
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Task: Option 1 - To assign a user (resource) to a project plan task.
Instructions:
Step 1 - Open Projects.
Step 2 - Select your project from left-hand navigation.
Step 3 - Select Plans.
Step 4 - Checkout your waterfall plan.
Step 5 - Go to the "Resources" column.
Step 6 - Double-click inside the task.
Step 7 - Check the box next to the Resource(s) you would like to add.
Outcome
Resource(s) will be assigned to a project plan task.
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Task: Option 2 - To assign a (user) resource to a project plan task using the drag & drop feature.
Instructions
Step 1 - Click on the Resources button on the right-hand side of plan.
Step 2 - Select a resource.
Step 3 - Drag and drop to a task in the "Resources" column.
Step 4 - Select Check In when you’re finished working in the plan.
Outcome
Resource(s) will be assigned to a project plan task.
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Further Readings
TeamDynamix: Project Management Reference Manual
Need additional help?
If you need further assistance, see TeamDynamix: Need Help?