Assigning a Resource to a Resource Team

Perform these steps to assign a resource to a resource team. You can assign a resource to a resource team from the Resource tab or the Resource Teams tab. Use this method if you want to view all resources assigned to a particular resource team.

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 Resource Teams tab.
  4. On the Resource Teams tab, expand either the Global or the User group and click 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.

Tips

To view all resource teams assigned to a particular resource, assign a resource team to a resource from the Resources 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

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

Creating Resource Teams

Assigning a Resource Team to a Resource



Last Published Thursday, February 1, 2024