Automatically Adding Team Members as Project Resources

Accolade's Resource Planning component allows Project Managers the ability to automatically list team members, that have already been added to a project, as resources.

To enable the setting to add team as resources:

1. From the System menu, select Process > All Models, then select a model.
2. In the Process Definition tab, locate the section Team Project Rights, and click on the Add Team as Resources check-box. By default, this setting is off.
3. Click on Apply.

To add team members as resources:

1. Display a project, and select the Team tab.
2. Select the check-box corresponding to the team members you wish to automatically add as project resources.
3. Click on Add Team as Resources.

   Note:  Only team members that are part of a resource pool can be added as project resources.

   Your team members have been successfully added as assigned resources to your project.

Notes:    Resource Planning is an optional Accolade component that you may not have access to. To implement this solution, contact Sopheon Customer Support .