Creating a new work resource with Microsoft Project Client

  1. Select a task in Microsoft Project Client with a valid task num.
  2. Click Assign SyteLine Work Resource in the SyteLine toolbar. The SyteLine Work Resource screen is displayed with the selected task number and name on the header.
  3. Specify a sequence number or leave blank to get the next number assigned by the system.
  4. Select a work resource type such as employee or user.
  5. Select a work resource name. Overwrite this name if required.
  6. Click the Sync Out button, and then click Yes at the prompt. This creates a new work resource name and assigns it to the selected task. In the example below, the employee name ‘Danny’ is assigned to the task Task 2.

  7. To verify the new work resources in SyteLine, open the Project Tasks form, filter the selected task, and then click on the MS Work Resources tab.