Add and Associate a Resource with an Existing User

You can add and associate a new resource with an existing user. An associated resource is required for users updating their timesheets to record progress on activities.

To add and associate a resource with an existing user:

  1. From the Main Menu, select Global Admin.
  2. Select Users from the list.

    Note: This can also be done from the Company Details page. To access the Company Details page, select a company on the Companies page.

  3. In the table, select a user row, select the Context menu, and then select Add Resource.

    Note: The Add Resource option for the user is disabled if a resource is already associated with the user.

  4. In the Add Resource dialog box, complete the following fields:
    • Resource ID: Enter a unique ID for the new resource.
    • (Optional) Select Timesheet Approver: If timesheets are going to be submitted, select a timesheet approver for the resource.
    • Select Workspace: Select the owning workspace for the new resource. This should be the workspace where the projects that the resource will be assigned to will reside. The resource will be available to all child workspaces in the workspace selected.
    • In the table, select an existing resource that you will add the new resource to as a sibling or child.
    • Add resource as: Select whether to add the resource as a sibling or child of the selected resource in the workspace resource hierarchy.
  5. Select Add.