- First, we need to tick the project resources check box in the employee record to show the employee name in the resources allocation dropdown list in the project record.
- In the employee record, we have also exposed the project manager check box. Check this box to mark the employee as a Project Manager/ job manager. The employee will be added to the Project Manager dropdown list in the Primary Information of the project record.
- Go to Lists > Relationships > Projects and click Edit next to the project.
- On the resources subtab, click the new resources allocation button.
- On the resources, allocation page selects the employee we want to add as a project resource.
- And add other required information.
- Click Save