Creating Resource Teams

Create resource teams to reduce potentially large resource pools into smaller, more meaningful and manageable groups.

To create a resource team:

  1. Click Resources.
  2. On the Resources navigation bar, click Administration.
  3. On the Administration page, click the Resource Teams tab.
  4. On the Resource Teams tab:
    1. If you are creating a global resource team, select the Global group and click Add.

      If you are creating a team only for your use, select the User group and click Add.

    2. In the Name field, double-click and type a resource team name.
  5. In the Resources detail window, click Assign....
  6. In the Select Resource dialog box:
    1. Select a resource and click Select

      Use Ctrl+click or Shift+click to select multiple resources.

  7. Click Save.

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

Assigning a Resource Team 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

Assigning a Resource to a Resource Team



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Last Published Thursday, January 12, 2023