This may seem basic to some admins but I wanted to also add in some tips for adding Team Members and Generic Resources to Microsoft Project Server 2013 or 2016 or Project Online. There are other scenarios and situations for how to create them, but this will focus on

1. Giving people login access to PWA

2. Creating generic resources to have them available to add to schedules.

We’ll cover, costs, budgets, teams and materials later.

This is a prerequisite before the Project Managers and Schedulers can add them to their schedule. This allows people to log into PWA and be assigned to tasks in your project schedules.

  1. Click Settings > PWA Settings.
  2. Under Enterprise Data, click Resource Center.
  3. Click Resources > New.

  4. In the Type section, complete the following:

  1. In the Identification Information section, complete the following:

  1. In the Assignment Attributes section, complete the following:

  1. In the Departments section, click the button next to the Resource Departments box, and choose which department(s) the resource is associated with. If the resource is not associated with a department, leave this blank.

    Tip Associating a resource with a department narrows down what the resource sees when using Project Web App. It can help the resource find what he or she is looking for more quickly, by removing things from other departments that do not apply to his or her work.

  2. Do NOT USE YET – We can use these for grouping and costing purposes, in the Group Fields section, complete the following: (We’ll add these later…do NOT use these yet)

  1. Do NOT USE YET – In the Team Details section, click the button next to the Team Name box, and choose which team the resource belongs to, if appropriate. If the resource will be managing and delegating tasks that are assigned to the team, select the Team Assignment Pool check box. (We won’t use this yet)

    Tip You can create a generic resource for each team, so that tasks assigned to the team first go to the generic resource. This way, no single resource takes on the task assignment before it is appropriately delegated. If you choose to use a generic resource in this way, set the assignment owner for the resource as the team’s Resource Manager, select the Team Assignment Pool check box, and choose the team from the Team Name list.

  2. Do NOT USE without full understanding – In the System Identification Data section, type additional identifying information for the user in the External ID box, if appropriate.

    For example, your organization’s HR department may use employee ID numbers to track data in their HR systems. By providing that ID number in the External ID box, you identify an association between the resource that you are creating and the HR department’s employee data. The External ID box can also be used to facilitate the consolidation of reporting of resource use beyond what Project Server provides. Tip If you are not sure whether you should be capturing any data in the External ID box, check with other departments in your organization to find out if it would be useful to connect resource data with other systems, or simply leave this box blank.

  3. Click Save to create the new resource.

Once the resources have been created, the schedulers or project managers can add those resources to their project schedules.