Adding Resources to Projects

A work breakdown structure (WBS) stands as a crucial tool for effectively organizing and executing complex projects. It serves as a hierarchical arrangement of project phases an tasks that meticulously outlines the entire scope of a project, breaking it down into manageable and clearly defined components. In order to assign resources within the WBS, we must identify and add the necessary resources to the project. A "resource" is a specific project team member assigned by the project manager to work on the task.

To add resources to projects:

To do this, you must have a PMO or Project Manager user role assigned to your account.

  1. Log in to Accolade Projects.
  2. To locate the project you need, do either of the following: 

    • Search via the Quick Search Bar on the top right of your screen.

    • If you are currently working on the project, select Workspace, located on the navigation bar at the top of the page, and click on the My Projects tab.

    • If the project has not started yet, select Plan, located on the navigation bar at the top of the page, and click on Proposed Projects.

    • If the project is in-flight, select Manage, located on the navigation bar at the top of the page, and click on Projects (Brief) or Projects (Detailed).

  3. To access the project’s Online Project Editor, click on located to the left of the respective project. Click on the Resources tab.

  4. To add a Resource, click on the Resource(s) to add drop down field. Resources are listed in three categories:

    • Teams - To assign all members of a team to a project, select the team.

    • Individual Resources - To assign a single resource, select their name.

    • Soft Resources - Select a soft resource to add to the project.

    Note:  If soft resources are already assigned to tasks in the WBS, the system will attempt to find actual resources being added to the project, and replace the soft resources with a resource in a matching work categories. The Project Manager will be notified of this recommendation, and can either accept or decline it. For more on soft resources, see Setting Up Soft Resources.

  5. Click on the Add Resource button.

    • Alternatively, click on the Find Resources by Group button to search for specific resources by certain groups (e.g.: Job Role, Work Category, Team, etc.) against their availability.

      1. Select a resource group and the range of available dates needed, and click on Find Resources.

      2. Once the available resources load, review the capacity available on the resources, and click on the check box corresponding to the resources you want to assign, and click on Add Selected Resources.

  6. Click on Save Changes.

    • To undo all changes done, click on Cancel Changes.

    • To remove a resource from the project, select corresponding to the resource you want to delete.

    • To replace a resource on the project, select corresponding to the resource, and select a different resource.