Designate Resource Managers for a project or template
You can designate Resource Managers for a project to indicate who is responsible for managing resources on the project. This is an informational field and it is not connected to any resource management tools.
Access requirements
You must have the following access to perform the steps in this article:
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Considerations about Resource Managers
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You can designate up to 30 users as Resource Managers for an individual project or template.
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You cannot designate teams or groups as resource managers. You can only designate users as resource managers.
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The users that you designate as Resource Mangers on a project or template do not automatically become part of the Project Team.
For information about project teams, see Manage the Project Team.
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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.
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You can view the Resource Manager field in the following areas:
- When editing a project, as described in this article.
- When editing a template, as described in this article.
- When building project or template reports. For information about building reports, see Create a custom report.
- When creating or customizing a project or template view for a list. For more information, see Views overview in ÃÛ¶¹ÊÓƵ Workfront.
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You can quickly add or remove Resource Managers on multiple projects or templates by adding the Resource Manager field to a view of a list or a project and editing this field using in-line edit.
Designate Resource Managers for a project
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Do any of the following:
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To add Resource Managers to a single project, go to the project where you want to designate one or more resource managers, then click the More menu next to the project name, then Edit .
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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.
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To add Resource Managers to a new project, begin creating a new project.
For information about creating a project, see Create a project.
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In the Overview section on the Edit Project dialog box, click in the Resource Manager field.
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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.
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Click Save Changes.
Designate Resource Managers for a template
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Click the Main Menu icon
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Click Templates.
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Do any of the following:
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To add Resource Managers to a single template, go to the template where you want to designate one or more resource managers, then click the More menu next to the template name, then Edit .
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To add Resource Managers to multiple templates simultaneously, go to a list of templates and 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.
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To add Resource Managers to a new template, click New Template,then click the More menu next to the template name, then Edit .
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In the Overview section, click in the Resource Manager field.
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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.
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Click Save Changes.