Resources › Create Resources › Add Resources and Roles to Projects

Add Resources and Roles to Projects

You can add staff to your project by manually inserting a resource line item and entering the resource details directly in the resource detail pane of a view, such as the Gantt Chart view. To add a resource, right-click anywhere in the resource section, and click Insert in the shortcut menu. You can also copy resources from another project you have open in Open Workbench and paste them into your project.

If you are using Open Workbench with CA Clarity PPM, you can add resources or roles to your project from:

• CA Clarity PPM. You can allocate a single role to the same project more than once. As a result, a role may appear more than once on the project staff in CA Clarity PPM. A number appends each additional occurrence of the same role. For example, Programmer 1, Programmer 2, and Programmer 3.

  Note: For more information, see the Project Management User Guide.

• Open Workbench. You can add resources and roles to a project by browsing from a list of available CA Clarity PPM resources. Use the Resources tab on the Project Properties dialog to add resources to your project. When you add resources to your project, they are allocated at 100 percent.

Note: You can also add a resource to a project by creating a resource in Open Workbench and then adding the resource to CA Clarity PPM.

Follow these steps:

1. Click Project Properties in the application menu.
2. Open the Resources tab.
3. Select one of the following options to view the Global Resources list by role or by category:
   • Roles. All resources that are assigned a role are listed under their role. Resources that are not associated with a role are listed in the No Role folder.
   • Category. All resources that are linked to a category are listed under their category. Resources that are not associated with a category are listed in the No Category folder.

   Note: If you are using Open Workbench with CA Clarity PPM and you have not defined resource categories in CA Clarity PPM, roles is selected and the list box is unavailable.

4. Complete one of the following steps in the Global Resources grid:
   • Expand the role folder and select the role name.

     Note: To view a list of roles and resources that are linked to the role, click the + sign or double-click the role folder.

     Role icon

   • Expand the role folder and select the resource name.

     Resource icon

5. Click Add and click OK.

More information:

Create Resources

View the List of Resources Staffed on Projects

Remove Resources or Roles from Projects