Assign Resources
Allocate team members to project tasks and check for conflicts.
Assigning Resources
- Open the project and go to the Resources tab.
- Click Add Resource and select a team member.
- Set the allocated hours per week and the assignment date range.
- The resource planner highlights over-allocation in red.
- Adjust allocations across projects using the Resource Planner in ERP → Planning.
Where to go next
- Understand the whole module → How ERP Services, Contracts & Billing Connect
- Next in this module → How to Set Up a Managed Service and Assign it to a Client
- How Projects & ERP Works
- Create a Project
- See where this fits in the bigger picture → How a Lead Becomes Cash
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