Adding a Person

People resource profiles that you can assign to projects can be added from the Schedule page.

When you first log in and no people exist, a "No People" message displays.

No People

Step 1: Add New Person Profile

Select the Add icon on the right side of the Schedule page.
Select Create New Person from the drop-down menu. The New Person dialog opens.

Step 2: Enter New Person Information

When the New Person dialog displays, complete the fields.

add person new

Only the First Name, Last Name and Status fields are required; but you must complete the remaining fields to invite a person to use Audere.

Required Fields

Enter the First Name/Last Name of the person resource. The full name displays on the Schedule.
Set the status for the new person. A new person defaults to Active but can be changed to Inactive in the Status drop-down list.
- Active: The person holds one of the licenses, allowing them to use the application.
- Inactive: The person does not hold one of the licenses and is unable to use the application.

Note: Once a person is scheduled, they cannot be deleted, but you can set them to Inactive to release a license for another resource. If a person is assigned to any projects, you should reallocate their assignments to their role or inactivate them.

Optional Fields

Select the person's role from the Role drop-down list.
- See Adding a Role for more information or to add additional roles.
Select a person's team from the Team drop-down list.
- See Adding a Team for more information or to add additional teams.
Enter the person's email address in the Email field.
Select Team Member, Resource Manager or Administrator from the Invite As drop-down list.
- See Inviting a Person for more information.
Select a work calendar for the person in the Calendar drop-down list.

Note: The Default Calendar is automatically selected but can be changed if multiple calendars exist.

Step 3: Upload Resource Photo

See Adding a Photo to a Resource Profile for information on uploading an optional photo.

Step 4: Add Qualifications to a Person

Once traits have been added to a Qualification in Account Settings, traits can be assigned to people. Assigning traits to a person helps when using Smart Suggestions.

Select the drop-down arrow next to one of the qualification headings to add traits:
- Education
- Licenses
- Locations
- Memberships
- Skills
Select the Add {Qualification Name} button to select traits.
Select one or more check boxes for the traits you want assigned to the new person.
- Once a selection is made, a label known as a chip displays at the top of that filter option list, highlighted in purple.
  - To remove a selection, select the X in the chip or disable the check box next to the trait.
  - There is no limit to the amount of chips that can be selected.
  - Selected chips display in alphabetical order.
- Alternatively, enter a trait (or part of a trait) in the Find field. When the trait displays, select the check box.
  - If a partial trait is entered, all traits containing that text display.
  - You can select multiple trait check boxes.
  - Select the X in the Find field to delete the entered text and display all traits.

Step 5: Create and Save

Select Create when complete to save your person or Cancel to close the dialog without saving.
- The person's name now displays in the list of people in the People view on the Schedule page.

Note: If the person you are adding already has an Audere account under the email address you enter, you are not able to save and need to remove or enter an alternate email to proceed.