How to Add Project Task Resources

Path: Transactions > Project > Records / Task & Resources Tab

As soon as you create a task line, you can add needed resources. If more resources are needed later, edit the task line to include them.

1. If not in Edit mode, click Edit on the WebTMA toolbar.
2. Click the Plus + button of the desired task line.
3. Click the Add Resource link on the expanded grid.

4. Choose the desired radio button (Labor, Material, or Other).
5. Complete the related fields as needed. These change depending on the radio button selected.
6. Click the Save button on the Project Resource Entry window.
7. Click Save on the WebTMA toolbar.

When the Task is converted to a work order, Project Resources display on the Work Order / Schedule Tab-Required Resources/Parts Subtab.