Creating Roles and Resources

You create roles and resources in Administration Mode in the Company Workspace tab. These can be used with the Resource Manager.

See Also

Setting up the Resource Manager

Set Up Resource Manager

Configuring Resource Manager at Company-level

Configuring Resource Manager Configuration Package

Setting up the Resource Manager in Projects or Shells

In This Section

Create a role

Add a billable rate to a role (Rates tab)

Add resources to a role (Resources tab)

Import roles

Create a resource

Add a role to a resource (Roles tab)

Add a skill set to a resource (Skills tab)

View and manage resource booking details (Calendar tab)

View resource project/Shell booking information (Projects/Shells tab)

Import resources

Update resource information by importing



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Last Published Friday, April 9, 2021