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 one you want to add to the project.
   
   This adds the new team member 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. If Rate Cards are enabled, you will only see Roles associated with the Rate Card on the Project. Select the Role you want to add.
   
   This adds the new unnamed resource to the project.
   
   Note: If Resource Requests are enabled in the Resource Management Settings, you can now use the new unnamed resource to submit a request for a named resource.