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Add people to a project from Project Planner

Updated today

If you have the permission to add a person to a project, you can do so directly on the Project Planner.

  • From the Project Planner > Identify the project you need to add the person to

  • Click the grey arrow to expand the project

  • Click Add Person or Placeholder at the bottom

  • Find the person you want to schedule on the list. You can use the filter or search bar to filter the list. You can search for names, roles, skills, or tags.

  • To quickly add one person, click the person's name initial/ profile photo to instantly add them to the project:

  • The person's default role is selected by default. Open the dropdown menu if you would like the person to work in a different project role. Click on the checkbox to select the person and click Add Selected

  • To add multiple people to a project, you can click multiple checkboxes to select the people and click Add Selected


  • To add all people visible on the list, click the checkbox next to the search bar to select all:

⚡ Pro Tip: Add people by Project Role

If the project role has already been added to the project, you can click on the grey + button in front of the role name on the project to filter for people under this default role:

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