Introduction
This article demonstrates how to add staff Resources to an existing TeamDynamix project. Once a staff Resource has been added to a project, including the time estimates, and then approved by the Resource Manager, that person can then be assigned to task in the project plan.
Preconditions
- You must have access the TDNext application.
- Your must have access to Projects application
- You must be either the primary or alternate Project Manager, or a TeamDynamix Administrator.
Steps
- Open your Project in TDNext (Technician View)
- This can be done via the Projects app or the Project Manager (My Projects) desktop.
- Select “Manage” (note: only Project Managers and Alternate Project Managers have access to the Manage component).
- Select and Add Resources
- Search for the person you want to add as a resource
- Advanced Lookup: Select "Both" to search both Employees and Non Employees to ensure a complete search is done. Student Employees are not listed as employees as well as outside affiliates.
- Click +Add to add the resource(s).
Note! If the Resource belongs to a Resource Pool, the request will be sent to the Resource Pool Manager and the staff member can only be added to a task once the Resource Pool Manager has approved the request.
Conclusion
The Project Manager must assign staff resources to the project BEFORE any resource can be assigned to a task.