Creating a new resource (material) with Microsoft Project Client

SyteLine Project tasks and resources are treated as tasks in Microsoft Project Client. The add-in flags the task to distinguish between tasks and resources.

  1. Select an existing task from the Microsoft Project client. This task should have a valid SyteLine task number assigned using the Sync Out process.
  2. Insert a new task. Specify a short name for the task as this task name is overwritten by the add-in with the actual item later.
  3. Indent the task under the selected task. A material resource can be created only as a child for valid SyteLine task.
  4. Click Assign SyteLine Resource from the toolbar.
  5. Specify the item and other details as required.
  6. Click Sync Out and then click Yes at the prompt.
    This creates a resource in SyteLine under the selected task and is displayed as shown.


  7. To verify the new project resources in SyteLine, open the Project Resources form in SyteLine and filter for the project number created in the first step.