Create a Project Resource

Create resources at the project level if they will only need to be assigned to activities in the current project. If you later decide that a project resource should be made available to other projects in your workspace, you can promote it to the parent workspace. Build resource hierarchies for easier organization of similar resources.

Resources can be added directly to the project, assigned from the parent workspace, or imported in bulk from a Microsoft Excel file.

If a resource is no longer needed, it can be marked as inactive or deleted permanently. Workspace resources assigned to the project can be removed from the project.

To create a project resource, do any of the following:

• Add a Project Resource
• Assign a Workspace Resource to a Project
• Create a Resource by Import

To manage a project resource, do any of the following:

• Configure a Resource Hierarchy in a Project
• Promote a Project Resource to a Workspace
• Remove a Resource from a Project
• Delete a Project Resource