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

Defining Resources and Roles

About Roles

Creating Roles

Assigning a Resource to a Role

Assigning a Role Team to a Role

About Role Teams

Creating Role Teams

Assigning a Role to a Role Team

About Resources

Adding Resources

Assigning a Role to a Resource

Configuring Resource Settings

Assigning Calendars to Resources

Configuring Timesheet Reporting for Resources

Assigning Resource Codes

Assigning Resource Rates

Assigning Role Codes

Assigning Resource Curves to Resource or Role Assignments from the Resources Assignments Page

About Resource Teams

Creating Resource Teams

Assigning a Resource to a Resource Team



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Last Published Thursday, January 12, 2023