Adding a Resource
To add a resource, complete the following steps:
- Highlight the task (in the Work Tasks grid) that the resource will be associated with.
- Right-click in the Resources grid or on an existing record and select Add Record. The following screen will appear:

- The task you selected in the Work Tasks grid will automatically populate the Work Task field.
- Select a resource type from the pick list.
Note: This is a required field.
- Select a resource from the pick list. Available resources will vary depending on the resource type selected.
Note: This is a required field.
- Enter other data in the appropriate fields. These fields are not required.
- Click
to save the record. - Click
to close the window.