2. Adding Resources

An important component of creating a new project is adding resources. If a resource/contact already exists in UniPhi, simply select the Add Resource button and select Internal, External, or Asset from the dropdown filter.

Start typing the person’s name and select that person to add to your project.

Next simply select the role(s) that they will perform on the project and select Save to add the resource.

Note if you are uncertain of the resource name that you would like to add, you can press the space bar and all names will be displayed to you.

Adding and Deleting Roles to existing Resources:

Adding Roles: You can assign additional roles to a resource at any time. Select the dropdown to the right of the resource and select the role you want to add:

Deleting Roles: To remove a role, select the dropdown button next to the role you wish to untick box.

What if my resource is not in the list?

If a resource is not shown in the resource list you will need to enter them in to your resources database. Use the Add resource button as described in the next section, Resources.

Optional Fields

Not all fields are relevant to all projects/portfolios and can be ignored. If a field is mandatory you will not be able to create the new project and will be notified with a red warning message.