Add an Unnamed Resource from the Project Workspace

Overview

Unnamed resources serve as placeholder assignments when you know what roles need to complete work on a project, but you don’t know who will have the availability or skills to perform the work. Depending on your project permissions, you can add unnamed resources from various places in the project workspace, such as the Project Admin box in the Activity tab or the Rates & Roles page.

How to Add an Unnamed Resource from the Activity Tab

1. Go to the project you would like to add unnamed resources to.
2. On the right side of the Activity tab, locate the Project Admin box and select Add Unnamed Resource at the bottom of the Team tab.
   
3. In the drop-down menu that appears, enter text to narrow the list options, then select the unnamed resource you want to add. The unnamed resource appears in the Team tab and can now be assigned to tasks on the project.
   

   NOTE

   For unnamed resources to appear in this list, you must set up account roles. If Rate Cards are activated, you may only be able to add roles associated with the project's rate card. If you need more flexibility and do not want to be restricted to roles on a rate card, an Account Administrator can update your account settings.

How to Add an Unnamed Resource from the Rates & Roles Page

1. Go to the project you would like to add unnamed resources to.
2. In the project workspace header, click the Actions (“   ”) icon, then select Rates & Roles.
   
3. In the top-right corner of the Rates & Roles page, click Add Unnamed Resource.
   
4. In the new row that appears at the top of the Rates & Roles table, enter text to narrow the list options, then select the unnamed resource you want to add. Information for the new resource populates in the row and the Resource side panel opens.
   

   NOTE

   For unnamed resources to appear in this list, you must set up account roles. If Rate Cards are activated, you may only be able to add roles associated with the project's rate card. If you need more flexibility and do not want to be restricted to roles on a rate card, an Account Administrator can update your account settings.

5. In the Resource side panel, enter information for the unnamed resource you’ve added to your project. For information on the sections in this side panel, see Resource Side Panel Overview.