After you have shared your Project Web App site with a user, you can add that user as a resource. Resources are the people, materials, or costs that are required to get your project done.
To add a resource to the resource pool in Project Web App:
-
Click Resources on the Quick Launch.
-
Click Resources > New.
-
Choose a Type for the new resource:
-
Work resources are the people who complete the tasks in your project.
-
Material resources are the tools you need to get your project done. These may include things like vehicles, computers, or conference rooms.
-
Cost resources are fees associated with your project. These may be things like lodging or airfare.
-
-
Select the Budget check box if you are adding a resource that will help you track your project budget.
-
Select the Generic check box if you are adding a resource that will represent an overall resource category, such as Developer or Contractor.
-
In the Identification Information section, select the Resource can logon to Project Web App check box if you want the resource to be able to log on and submit a timesheet, enter task progress, or view your project in Project Web App. This is typically only applicable for Work resources.
-
Do one of the following:
-
If you selected the Resource can logon to Project Web App check box, in the User Authentication section, type the resource’s name or email address in the User logon account box.
-
If you did not select the Resource can logon to Project Web App check box, type a Display Name for the resource, and then enter an Email Address, RBS identifier, and Initials, if appropriate.
-
-
Choose the appropriate Assignment Attributes for the resource. Not sure which attributes to use?
-
Choose a Resource Department, if appropriate.
-
In the Group Fields section, enter a Group, Code, Cost Center, and Cost Type, if appropriate.
-
In the Team Details section, if your organization uses teams in Project Web App, choose the options that make the most sense for this resource.
-
Click Save.
More about Assignment Attributes
Each resource can have several different details, set under Assignment Attributes.
|
Attribute |
Description |
|---|---|
|
Resource requires approval for all project assignments (Project Online and Project Server 2016 only) |
Select this check box if you want this resource's time managed closely by a resource manager. If this check box is selected, project managers are warned that they should submit engagement requests to the resource manager for approval, before assigning the resource to tasks. |
|
Resource can be leveled |
Select this check box to allow the resource’s hours to be spread evenly throughout a project. |
|
Base Calendar |
Choose the calendar that most accurately represents this resource’s schedule. |
|
Default Booking Type |
Choose whether you want the resource to be Committed to a project when he or she is assigned to a task, or Proposed as a resource to be assigned to a task. |
|
Timesheet Manager |
Choose the person who will approve this resource’s timesheet. |
|
Default Assignment Owner |
Choose the person who will manage this resource’s assignments. |
|
Earliest Available |
Enter the earliest date when this resource can be assigned to tasks. |
|
Latest Available |
Enter the latest date when this resource can work on tasks. |
|
Standard Rate |
Enter the standard pay rate for this resource. |
|
Overtime Rate |
Enter the resource’s overtime pay rate. |
|
Current Max. Units (%) |
Enter the maximum percentage of the resource’s time that is available to work on projects. For example, a resource may only work 20 hours each week. If this is the case, enter 50% as the resource’s Current Max. Units (%). |
|
Cost/Use |
If this resource has a cost associated with each assignment, enter it in this box. For example, if you are adding a van as a resource, there may be a fixed rental fee associated with that van that is paid each time the van is used. |
