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 or Add/Modify record access rights to Vision Project Planning.

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

1. Click the Add Resource button. The Add Resources dialog box displays, listing the active resources who match these requirements:
   • The resources in your home organization, if your firm uses Vision Organizations
   • The resources who are not included in the current work breakdown structure
   • The users within the role who have the Apply Employee Record Access option selected on the Planning tab of Role Security
2. Use these options to refine the Resources list:
   • To specify the organizations included (if your firm uses Vision Organizations), use the Showing option. Select All Organizations to include all Vision organizations or select My Organization to show only your organization.
   • To find and select specific resources, enter one of the following in the Search field: Generic code, or Organization name.
   • To refine your results list, click the Named Resources icon or the Generic Resources icon. The Resource listing updates accordingly.
3. Select one or more resources from the Resource list. As you make your selections, the Selected: XX of XX updates to display the number of resources that are currently selected.
4. Click Finish. The resources are added to the Resource grid.