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
Configuring Resource Manager at Company-level
Configuring Resource Manager Configuration Package
Setting up the Resource Manager in Projects or Shells
In This Section
Add a Billable Rate to a Role (Rates Tab)
Add Resources to a Role (Resources Tab)
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)
Update Resource Information by Importing
Last Published Monday, August 28, 2023