Important: Roadmap distinguishes between users and resources: Users can login and be assigned to things, whereas Resources cannot login but can still be assigned to things.
To add an individual user or resource, click the "+" in the upper-right corner (A).
After adding resources or users, go to the Resources Tab and select All Resources view to make further configurations.
- Type (B) indicates whether it is a user (icon has color), resource (icon is gray), and further distinguishes resources by whether or not they are a person or a company. Clicking a resource icon allows you to migrate them to a user with a login. You can also downgrade users to resources using the Type column.
- Assignable (C) indicates whether the user / resource is available to be assigned in any of the responsible party dropdown menus. You may want to mark a user / resource as not assignable if they are, for example, on extended leave, or if they are a user like a senior manager who is unlikely to ever be assigned to things.
- Primary Project Role (D)
- User Access Groups (E) allow you to create project-level security and permissions
- Schedule (F) allows you to define a user / resource as full or part-time