How to efficiently assign multiple resources to a project?

Resource Assignment

To efficiently assign multiple resources to a project in Beeye, follow these simple steps:

  1.  Access the Projects Page: Navigate to the Projects page in Beeye to view all the active projects within your organization.
  2. Select Projects: Select the project to which you wish to assign additional resources by clicking on the checkbox in front of its title.
  3. Use the Assign Button: After selecting the project, click on the Assign button located in the action bar. This will open a panel on the right side of your screen.
  4. Choose Resources: In the panel that opens, you will have the option to choose among active resources to assign to the project. This step allows you to select one or multiple people based on their availability, skills, and other criteria relevant to the project.

Important

Be aware that adding a bill rate or planned time for a person on a project will automatically assign them to it. This feature facilitates the integration of resources into the project without additional steps.