Add a Resource to a Project during Resourcing

Overview

Depending on your Access Group settings and Project Permissions, you can add people to your projects from various places in the application. You can:

• Add people and unnamed resources during project creation
• Invite specific people from the project workspace
• Add unnamed resources from the project workspace
• Add unnamed resources via a template
• Add team members and unnamed resources from the Resource Center and a project's Resourcing tab

When you add named and unnamed resources from the Resource Center, you only need access to edit resources in the Resource Center through the Resource Management Access Group set.

How to Add a Team Member from Resourcing Areas

1. Navigate to one of these Resourcing areas in Kantata:

   • Projects > select a project > Resourcing
   • Resourcing > Resource Center > Projects
2. From the respective Resourcing page, locate and expand the project row.
   
3. Scroll down to the end of the project and click Add Team Member.
   
4. As you start typing a name or a role, a drop-down will appear below the field, populated with a list of available members. Select the person's name to add them to the project.
   

How to Add an Unnamed Resource from Resourcing Areas

1. Navigate to one of these Resourcing areas in Kantata:

   • Projects > select a project > Resourcing
   • Resourcing > Resource Center > Projects
2. From the respective Resourcing page, locate and expand the project row.
   
3. Scroll down to the end of the project and click Add Unnamed Resource.
   
4. As you start typing, a drop-down will appear below the field, populated with a list of available account roles. Select the desired role for the unnamed resource to add it to the project.