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Designating Resource Managers for a Project or Template

You can designate up to 30 users as Resource Managers for an individual project or template. Resource Managers can perform resource scheduling actions on the project, as described in "Scheduling Resources" as well as resource planning actions, for several projects, as described in "Planning in the Resource Planner."

You can designate the following type of users as resource managers:

  • Individual users with a Plan license.
    You cannot define teams or groups as resource managers.

NOTE Resource Manager is not a Workfront role; it is a field available on a project or a template. You can view the Resource Manager field in the following ways:

You can designate Resource Managers for projects or for project templates. When you designate Resource Managers on a project template, any users you designate as Resource Managers on the template automatically become Resource Managers on any projects that are created using that template.

IMPORTANT When you add a user as the Resource Manager of a project or a template, they automatically gain Manage permissions on the individual project and to projects created from the template. 

Designating Resource Managers for a Project

  1. Do any of the following:
    • To add Resource Managers to a single project, navigate to the project where you want to designate one or more resource managers, then click Edit Project
    • To add Resource Managers to multiple projects simultaneously, navigate to a list of projects, select the projects where you want to designate one or more resource managers, then click Edit.
      Existing Resource Managers are not removed from the projects you are editing; any users you add in this way are added as Resources Managers on the project in addition to any existing Resource Managers.
    • To add Resource Managers to a new project, begin creating a new project.
  2. In the Overview section on the Edit Project dialog box, click in the Resource Manager field.
  3. Begin typing the name of the user who you want to add as a resource manager for the project, then click the name when it appears in the list.
    Repeat this step to add multiple resource managers for the project. Up to 30 resource managers can be designated for a given project. 
  4. Click Save Changes.

Designating Resource Managers for a Template

  1. Click Projects in the Global Navigation Bar.
  2. Click the Projects tab.
     
  3. Click Templates.
  4. Do any of the following:
    • To add Resource Managers to a single template, click the name of the template where you want to designate one or more Resource Managers, then click Edit Template
    • To add Resource Managers to multiple templates simultaneously, select the templates where you want to designate one or more Resource Managers, then click Edit.
      Existing Resource Managers are not removed from the templates you are editing; any users you add in this way are added as Resources Managers on the template in addition to any existing Resource Managers.
    • To add Resource Managers to a new template, click New Template.
  5. In the Overview section, click in the Resource Manager field.
  6. Begin typing the name of the user who you want to add as a resource manager for the template, then click the name when it appears in the list.
    Repeat this step to add multiple resource managers to the template. Up to 30 resource managers can be designated for a given template. 
  7. Click Save Changes.
This article last updated on 2018-08-31 18:49:48 UTC