- From the Resources action menu in the global navigation bar, choose Add Resource.
- Type the resource's ID (a short name to uniquely identify the resource) and Name.
You can optionally select a parent resource and primary role, and enter a title, phone number, and e-mail address. If you choose to not enter this information when adding resources, you can enter this information, and much more, at a later time in Resource Details.
Tip: If resource security is enabled and a root resource node has been defined for you, resources are automatically added as children one level below your root resource node; you do not need to select a parent resource. To further refine your root resource node's hierarchy, you can select any resource belonging to your root resource node as a parent resource. Any resource you add must be at least one level beneath the root node defined for you through Primavera resource security features. You cannot add resources to the level of your root node.
If resource security is not enabled, or if you have rights to view all resources, the resource is added as a top-level resource, unless you specify a parent resource.
- To add additional resources, click Save and Add More.
- When finished adding resources, click Save and Close.