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

Resource Teams

About Resource Teams

Assigning a Resource to a Resource Team

Resource Teams Tab of the Administration Page

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



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Last Published Thursday, July 25, 2024