Associate a User with a Project Resource

When a user of the application is also a resource in the application, you can associate the user's account with the resource. This is required for users updating their timesheets to record progress on activities to which they have been assigned as a resource.

You can only associate users with labor resources. Users can only be associated with one resource at a time.

To associate an application user with a project resource:

Navigate to the project resources page
1. In the object selector, select a project.
2. In the sidebar, hover over  Resources, and select Resource List.
In the table, select the resource.
Note: You can only associate users with labor resources.
Select the General detail window.
In the User field, select the username for the resource.
Note: If a user is already associated with the resource, select the username in the User column of the resource table, and then select Remove.
All changes made to this page are saved automatically.

Tips

The Owned By column indicates the workspace or project to which the resource belongs. Most resource information can only be edited in the workspace or project where it is owned.

Next: Assign a Timesheet Approver to a Project Resource