In order to add a new team member, follow the steps below:

1. Go to our Online Portal page and Sign In with your email and password.
2. Click on “Team” tab and then click on the “Add new team member” button and insert the user’s email address, set the name and the role to “Read Only”.
3. Click on the “Add new team member” button.
4. The invited user will receive an email to join your organization. If the team member doesn’t have an account on our website, in the received email will be a link where the team member can set the password for his account.

To add resources in your project using the Resource Sheet view, you can:

1. Import the existing team members from your organization;
2. Add other resources.

To import the existing team members from your organization, in Resource Sheet view, click on a cell in Resource Name column. A dropdown list will appear with resources that are part of your organization, but are not yet imported in your project.To add another resource that is not a team member yet, simply insert his name in Resource Name field. Later on, you can invite that specific resource into your organization by clicking on the Add Team Member button.

To assign a team member to your organization, follow the steps below:

1. Sign In with your email and password in our Project Plan 365 Portal.
2. Go to Team page and insert the user’s email address, set the name, role, admin, division and schedule.
3. The invited user will receive an email to join your organization. If the team member doesn’t have an account on our website, in the received email will be a link where the team member can set the password for his account.

Note that you must have Admin rights to perform this operation.You can also add a team member to your organization directly from our app. Go to Team menu – Add Member and in Team dialog click Add New Member button.

Unfortunately we do not support importing a resource pool from an .MPP file at the moment.There are 2 ways to import the resources from your .MPP file in our tool:

1. Import the resources in our Online Portal. To achieve this, open the .MPP file with the resource pool and go to Team-Import Team. Check the resources you want to import, insert their email address and assign the role: Editor or Read-Only. We recommend this option since you can later use these resources in all projects. For more info, please read the Manage Team Members article.
2. And the second way is to copy and paste the resource into the existing project.

You will be asked if you want to import Team Members in the following situations:

1. You save a project in Drive 365 for the first time and you have Work Resources that are not Team Members.
2. You save an existing project in Drive 365 and you have Work Resources that are not already Team Members.
3. You share a project with people that are not already Team Members.

To import Team Members manually, go to the menu Team – Import Team. A dialog will appear that will contain all Work Resources in the current project that are not Team Members. Once you enter a valid email address for the resources that you want to import, click on the Add Team Members button. Now the imported resources become Team Members.

To add resources from the Gantt Chart table, in the Resource Name column, write or select the resource you want to add and set the units or the number of items.To assign resources to tasks in Gantt Chart view, you can import the existing team members from your organization or to add other resources.

1. To assign an existing team member from your organization to a task, in the Gantt Chart view, click on the down arrow in Resource Names field and from the drop-down list, select a team member (marked with an icon).
2. To add a resource that is not a team member, simply insert his name in Resource Names field.

Another way to assign a team member or a resource to a task, is to select a task and go to menu Team - Assign - Team Member / Resource.

If you add multiple team members with Editor role while you are in trial your card will be automatically debited for the number of assigned subscriptions only if you don’t cancel Auto-Renewal before your trial expires.

Please know that the subscription period will automatically renew unless you turn it off no later than 48 hours before the end of the current period. To cancel automatic renewal or manage your subscriptions, read the Cancel Subscription online help article.

If you want to reduce the number of assigned subscriptions, please check our Change Quantity Online Help Article.

When on Standard/Business Trial you can assign as many team members as you want. 

Please know you can add Read-Only users without any additional changes, however if you want to add Editor team members you will have to change the quantity of your Trial Subscriptions. Click here to learn more about how to Change Quantity.

If the team member added from Portal does not appear in the app, please click the “Refresh team members” button inside “Resource names” control from grid in “Gantt Chart” / “Resources Sheet” view or from “Resources” table in “Task Information” dialog.