Reportable IT Projects: How to add a resource (person or viewer) to a project

For Project Managers to add people on TeamDynamix projects for visibility or assigning roles or tasks.

Overview

Audience: Project Managers for Reportable IT Projects

Resources on a TeamDynamix project are people. People can be added to a project for a variety of reasons including:

• Being able to view a project and its progression
• Assigned as alternative Project Managers
• Assigned tasks on a project plan

Before you start

• Only UARK account holders can be added as a Resource
• For any UARK account holder, they must have either :
  • Access to TDXWorkManagement plus the specific Project application (View Applications > Projects)
  •  or the View Projects security role permission for the Client Portal
• Only Project Managers of the TeamDynamix project are able to add Resources

Steps

1. Open the project (TDXWorkManagement > View Applications > Projects > select your project)
2. From the left-hand menu, scroll down to and select Resources
3. Select Actions
4. Select Add Resources 
   
   
    
5. In the Name field, type the username, first, or last name of the person
6. Hit Enter on the keyboard or select Search.
7. Check the checkbox beside their name. Complete steps 5 -7 for any additional people. 
8. Select Next.
    
   Note: All of the names selected will be listed. If you wish to unselect a name, select  Back > search their name > uncheck their box. Then select Next.
   
   
    
9. Note: The checkbox to Notify resources that they have been added is automatically checked.
10. Select Save. The Resources screen will load with an updated list of all Resources. 
    
    

Troubleshooting

• User not found in search
  • Ensure the user exists in Active Directory or submit a TeamDynamix Administrator Request form to look them up as an active user.
  • Ensure they are not already added to the project as a Resource
• User cannot view the project
  • Verify they have access to view Projects on TeamDynamix in either the TD Work Management or Client Portal. If needed, submit a TeamDynamix Administrator Form to update permissions.

What's next

If the Notification checkbox remained selected, the newly added Resources will receive an email notification. These Resources will have visibility into the project from either the Client Portal or TD Work Management, depending on their security role. If they need assistance with getting access for visibility, please submit a TeamDynamix Administrator Request Form to be granted access. 

Next, these Resources can be assigned tasks on a project plan or assigned as an alternate Project Manager.

Need Help?

Need more information? Check the Related Articles or Related Services sections on this page (side or at the bottom) for additional resources that might help. 

• Submit a TeamDynamix Admin Support form for access issues.
• Submit an IT training request for personalized support from the IT Training and Outreach.
• (For Help Desk Use) Responsible Group: IT Project Management Office