Add Resources to the Resource Grid

If your Vision Security role allows access, you can add active resources to the current Navigator plan.

Your Vision Security role must have Full, Add/Modify, or Modify Only record access rights to Vision Project Planning.

To add resources to the selected project, complete the following steps:

1. Click Add. The Add Resources dialog box displays, listing the active resources who match these requirements:
   • The employees your role allows access to if the Apply Employee Record Access option is selected on the Planning tab of Vision Role Security. If you do not have the Vision Resource Planning module, this option is on the Navigator tab.
   • The resources in your home organization, if your firm uses Vision Organizations.
   • The resources who are not already included in the current Work Breakdown Structure.
2. Use these options to refine the Resources list:

   Option	Description
   Showing	Select this option to specify the organizations that are included (if your firm uses Vision Organizations). Select All Organizations to include all Vision organizations or select My Organization to show only your organization.
   Search	To find and select specific resources, enter all or part of a value in the search field. Navigator updates the results set with matches from all columns.
   Named Resources	Select Named Resources to refine your results list by named resources only. The resource list updates accordingly.
   Generic Resources	Select Generic Resources to refine your results list by generic resources only. The resource list updates accordingly.

3. Select one or more resources from the Resource list by clicking or tapping on them. As you make your selections, the Selected: XX of XX updates to display the number of resources that are currently selected.
4. Click Add. The resources are added to the Resource grid.