Monday, October 7, 2019

Adding Project Members

Q: How do I add project members?

A: Please follow steps below
  1. Go to Resource > Resources
  2. Type the name of project member under column Name in the next vacant Row
  3. In Initials, the first letter of the name the default. This can be changed by simply typing on the cell.
  4. In column Type, select Work. Material is used materials e.g. rented tools, construction materials.
  5. Input the Max. Units. It's the percentage of availability of the resource for the project. A consultant working on three projects can be 33% if he has to balance his /her time on the three projects. A tester/subject matter expert can be 20% if he is expected to allocate one day a week to a project.
  6. Input the email address under E-mail Address
  7. You can rearrange the columns by dragging the column header.