Teams (projects and investments) › Add Resources to Projects by OBS Unit

Add Resources to Projects by OBS Unit

You can add resources from a selected OBS to a project. You can also use this procedure to extend or update resource allocations, start and finish dates, or remove resources as a result of your OBS selections.

Follow these steps:

1. Open the project and click Team.
2. Click Add/Update by OBS.

   The investment add/update by OBS page appears.

3. In the OBS Unit field, browse available OBS units, select one, and click Add.
4. In the OBS Filter Mode field, set the scope of the filter to include resources in descendant or ancestor OBS units or to limit the resources to the selected OBS unit only.
5. Complete the remaining fields on the page and click Apply.

   The Add/Update by OBS Results page appears.

6. In the Show field, select one of the following types of resource changes:
   • Updates: View the resources who were updated in the project as a result of your OBS selections.
   • Additions: View the resources who were added to the project as a result of your OBS selections.
   • Removals: View the resources who were removed from the project as a result of your OBS selections.
7. Click Return.
8. Save your changes.