Adding Users To A Project

Adding users to a project will allow them to participate in the project. Once a user is added, an email informing them that they have been added is sent out. The new project automatically becomes part of their project/workspace list. Project managers can add users to the project from the Project Details page, the Resources page, or from a Card Wall. This article describes each of these methods. When creating a project, the project manager is automatically added to the project. 

See the associated article for requirements of adding resources to projects.

Resources Page

Adding a user on the Resources page of a project provides the most control over the resource's schedule, and is the only way to set the resource's schedule. To add a resource on the Resources page, follow these steps: 

  1. Navigate to a project that you manage in TDNext.
  2. Select the "Resources" tab.
  3. Select Actions > Add Resources. This will be disabled if the project's end date is in the past. 
  4. The search runs automatically. You may add filtering criteria and click Search to refine the list of resources. 
  5. Select the checkboxes next to the resource(s) you want to add to the project. If you select multiple people at this stage, they will be assigned to the project with the same schedule. 
  6. Click the Next button. 
  7. Select months or weeks as the interval and enter the project member's hours per week or month in the text box. You can add "0" hours to give the user access to the project's workspace but not create a schedule.
  8. Click the "Save" button. If this resource is in a resource pool that requires approval, the request will be automatically routed to the resource pool manager. Otherwise, the resource will be added to the project.

Project Details Page

Adding a Resource from the Project Details page adds them to the project with a schedule of 0 hours. To do so, follow these steps: 

  1. Navigate to a project that you manage in TDNext.
  2. Select the "Project Details" tab.
  3. Select Actions > Add Resources. This will be disabled if the project's end date is in the past. 
  4. Select one or more resources using the typeahead/lookup box. 
  5. Click the "Save" button. If this resource is in a resource pool that requires approval, the request will be automatically routed to the resource pool manager. Otherwise, the resource will be added to the project.

Card Wall

Adding a Resource from the Card Wall adds them to the project with a schedule of 0 hours. To do so, follow these steps: 

  1. Navigate to a Card Wall.
  2. Open the Resources tab on the right.
  3. Click "Add resource to plan"
  4. Select one or more resources using dropdown box. 
  5. Click the "Save" button. If this resource is in a resource pool that requires approval, the request will be automatically routed to the resource pool manager. Otherwise, the resource will be added to the project.

Details

Article ID: 3459
Created
Mon 2/2/15 2:36 PM
Modified
Tue 6/30/20 12:32 PM