Understanding project resources
A resource is a group or non-user added to TeamGantt for scheduling purposes only. Unlike a user or a guest, a resource will not have access to the project in TeamGantt. And since a resource isn't associated with an email address, it also won't receive email notifications.
Here are just a few ways you can use resources for general project assignments:
- Team/department (Example: Marketing)
- Job role (Example: Web designer)
- Freelance/contract resource (Example: Freelance writer)
- Client/company name (Example: Acme Inc.)
You can create as many resources as you need, and they won't count against your current plan's total number of users.
To view existing resources on a project, simply go to the People tab and scroll down to the Other Resources section:
To add a new resource, select Add a resource to this project, enter the resource name, and click Add Resource:
If you want to be able to assign a resource to multiple projects, be sure that Available to All Projects in [account name] is selected when adding the resource. This ability can't be added retroactively, so we recommend leaving this option selected for every new resource you create.
Making a resource available to all projects prevents the creation of duplicate resources, giving you a more accurate view of a resource's availability.
Editing and removing resources
If you're an Account Holder, you can edit and remove resources to fit your project needs. Here's how to keep your project's resource list up-to-date:
From the People tab, click the Add/Manage Resources button.
To edit a resource: Hover your cursor over the resource you want to edit, and click the edit (pencil) icon.
To remove or delete a resource: Hover your cursor over the resource, and click the X:
To learn more about TeamGantt, join us for one of our webinars!