Easily build project resources using the team builder tool
In the planner space, click +Member in side a project
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Add the unassigned roles needed for the project if not already added to the project
You also have the option to add any additional requirements needed for those roles
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To modify the Phases/Work Categories you need an unassigned role to work in
Click Phase button on the top
Select the Phase(s)/work Categories by clicking +; deselect the Phase(s)/work Categories by clicking Remove
Click Add button on the top
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For each Work Category under a Phase or Subphase you can enter in:
phase dates - if not already populated from the project schedule
dates required - enter in dates needed for the unassigned roles to work on the project
budget hours - estimated hours budgeted for this role
Members that are a good fit for each role will populate to the right of their name displays a purple bar showing their availability
Click the caret one the left of the member's name to hide or show the explanation as to why they are a match.
Click on the + to the right of a members name to assign the hours to the members or you can assign to multiple phases at once.
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Click on the three dots to the right of a member's name to view their profile, hide them from this team builder view or view them on the org chart.
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Access the project's Budget information by selecting the Budget button on the top.
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To see or add to the project team, expand the project phases located on the right side of your screen. Click + Members
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Select the Phase/Subphases/Work Categories to add to by clicking the + button. Click Done.
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Select the members/unassigned roles you want to add. Click Add.
Note: Only members in the project can be added to the phase. Members will be automatically added to the project, if they are not in the project yet.
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Click the link to view a video walk through