Resource LWC - BETA - Add Resource to Project Team

This feature allows you to add resources as project team members to projects, directly from the Resource Utilization component, giving you a quick and convenient method for adding resources to projects. 

When you add resources as project team members, you can auto-assign tasks to them in the project by populating the project team role. This will then look for all tasks in the project with the same role, and assign them. 

You may also use this feature to create project-based allocation. For more information, please see Resource LWC - BETA - Project-Based Allocation.

1. In the Utilization Tab of Resource Management, click on the Add to Project Team icon beside a resource's name. This allows you to create a new project team record for the resource in a project.

2. Search for a project.

3. Populate the Project Team details.
   
   Role - You can define the resource's role in the project. If you populate the role and there are project tasks with the same role, it will automatically assign tasks to the resource upon saving, based on the project auto-assign mode.
   
   Hourly Rate - You can define the resource's hourly rate for the project. If left blank, it will default to the hourly rate defined in the resource's record.
   
   Add as Collaborator and Collaborator Permission Level - You may also choose to have the resource automatically added as a project collaborator, and define their collaborator permission. 
   
   Please note:
   Only Salesforce users can be added as project collaborators via the project team. If the resource you are creating a project-based allocation for is a contact, setting "Add as collaborator" to TRUE will not add the contact as a collaborator.
    

4. Choose the Assignment Model. 

Task - will create a project team record for the resource and will automatically assign tasks to the resource upon saving if the project team role and task role match, based on the project auto-assign mode.

Project - will allow you to create a project team record for the resource, and also create project-based allocation. For more information on this feature, please see Resource LWC - BETA - Project-Based Allocation.
 

5. Click on Save to create the project team record.
   
   Please note:
   Inspire Planner will check if a project team record with the same role, for the same resource, already exists. If yes, it will prevent you from creating a duplicate project team record. 

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