Assigning a Resource Team to a Resource

Perform these steps to assign a resource team to a resource. You can do this from either the Resources tab or the Resource Teams tab. Use this method if you want to view all the resource teams assigned to a single resource.

To assign a resource to a resource team:

  1. Click Resources.
  2. On the Resources navigation bar, click Administration.
  3. On the Administration page, click the Resources tab.
  4. On the Resources tab:
    1. Click the name of the resource you are assigning to a resource team.
    2. Click the Resource Teams detail window.
  5. In the Resource Teams detail window, click Assign....
  6. In the Select Resource Team dialog box:
    1. Expand either the Global or User category, and select a resource team.
    2. Click Select.
  7. Click Save.

Tips

To view all resources assigned to a particular resource team, assign a resource to a resource team from the Resource Team tab.

Related Topics

Resources

About Resources

Adding Resources

Assigning a Role to a Resource

Configuring Resource Settings

Setting Overtime Policy

Assigning Calendars to Resources

Assigning Locations to Resources

Configuring Timesheet Reporting for Resources

Assigning Resource Codes

Assigning Resource Rates

Creating Import Templates for Importing Resources

Importing Resource Data

Deleting Resources

Resources Tab of the Administration Page

Resource Teams Detail Window of the Resources Tab of the Administration Page

Assigning a Resource to a Resource Team



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Last Published Friday, October 1, 2021