SP Vendor - How to Add Billable Resources to a Project

This article lists the steps a Services Procurement Vendor needs to follow to add billable resources to a Project.

This content reflects standard Beeline Enterprise functionality which may vary from what you see when logged into Beeline Enterprise depending on any client-specific settings or adjustments.

To add a billable resource to a Project:

1. Navigate to the Beeline Enterprise Home screen.
2. Click the Simple Search pull-down selection arrow and select Search Projects.
3. Enter all or part of the Project number, Project name, or vendor in the search box. If you do not know this information, click the advanced search icon to display a list of all projects you have access to view.
4. Click the Number of the Project you want to open. This opens the Project Edit - Summary screen.
5. Click Resources. The Project Edit - Resources screen appears.
6. Click the Create Request drop-down arrow and select the job title. The Create Request dialog box opens.
7. Review all defaulted information and click Next. The Create New Request dialog box opens.
8. Verify all defaulted information and adjust data fields as needed. Required fields are indicated by an asterisk (*).
9. Search for an existing resource in the Worker section or click Add New to create a new resource record. The Add Candidate – Details dialog box opens.
10. Enter the information as requested. Required fields are indicated by an asterisk (*).
11. Click OK.
12. Click Finish in the Create New Request dialog box once the resource details are displayed in the Worker section.
13. Review the displayed content. Click Edit to make any adjustments or click Submit to continue.
14. Click OK in the dialog box to confirm your intention. The added worker appears in the New Resource section of the Project Edit – Resources screen.
15. Click Return to exit the Project Edit – Summary screen.
16. Click Return to exit and return to your Home screen.