A virtual resource is any virtual unit that you would like to include in your project. It can be both human and material resources, e.g. a developer, a designer, an agency, as well as cars, equipment, software, etc.
Virtual team members may work on a project, but they are not GanttPRO users and cannot do anything in it. It is only possible to assign tasks to them and include them in cost calculations.
Adding virtual resources
Virtual resources can be added by an Account Owner, Account Admins or Enterprise users with a Custom role and corresponding permission.
It is possible to add an unlimited number of virtual resources, regardless of the account plan.
How to add a virtual resource to the account?
Open the Team and resources section 1 in the Account settings. Switch to the Virtual resources tab 2 and click on +Create new button 3.
After that, you can add the name of a resource 1, select a color 2 to display the resource, and select the project(s) 3 you want to add this resource to. If you don’t select any project, the resource will be added to the account, and you will be able to choose it from the list afterward.
Once you are done, click on Create 4.
How to add a virtual resource to a project?
1 Click on the People tab at the top of the project grid.
2 Select the Virtual resources tab.
3 Click on +Add Resources.
4 There, you can Choose from the team or Create new.
5 If you create a new one, enter its name and select the color.
6 Once you are done, click on Add.
Alternatively, you can assign a virtual resource to a particular project when you add it to the account.
Note that if you have a long list of virtual resources, you can use the Search by resource name field 1. And also sort the list in alphabetical order 2.
Deleting virtual resources
Virtual resources can be deleted by an Account Owner, Account Admins or Enterprise users with a Custom role and corresponding permission.
Just as with team members, it is possible to delete virtual resources from the project and from the account.
Three ways to delete a virtual resource from a project
1. Open the People tab 1 above the top toolbar, switch to the Virtual resources tab 2. Hover over the virtual resource you want to delete, and click on the Delete icon 3.
2. Remaining in the same section, tick the resources you want to delete 1, and then click on Delete resources 2.
Note that with this option you can delete multiple virtual resources from the account at once.
To delete all the virtual resources altogether, tick the box Resources 3, and click on Delete resources 2.
3. Go to the Account settings, open the Team and resources section 1, switch to the Virtual resources tab 2, and click on the virtual resource you want to delete 3. This will open Resource settings. Choose a project you want to delete a resource from and click on the Delete icon 4.
Three ways to delete a virtual resource from the account
1. Open the Team and resources section 1 in the Account settings and switch to the Virtual resources tab 2. Hover over the virtual resource you want to delete, and click on the Delete icon 3.
2. Remaining in the same section, tick the resources you want to delete 1, and then click on Delete resources 2.
Note that with this option you can delete multiple virtual resources from the account at once.
To delete all the virtual resources altogether, tick the box Resources 3, and click on Delete resources 2.
3. Remaining in the same section, click on the virtual resource you want to delete 1. This will open the Resource card. Click on the Delete icon 2 next to the resource’s name.
When you delete a virtual resource from the account, it will be deleted from all the projects and tasks that are assigned to this resource.
When you delete a virtual resource from the project, it will be deleted only from that project and the tasks that are assigned to the resource in that project.
Estimation for the removed virtual resource will be deleted in both cases.