Creating Resource Teams
Create resource teams to reduce potentially large resource pools into smaller, more meaningful and manageable groups.
To create a resource team:
- Click Resources.
- On the Resources navigation bar, click Administration.
- On the Administration page, click the Resource Teams tab.
- On the Resource Teams tab:
- 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.
- In the Name field, double-click and type a resource team name.
- If you are creating a global resource team, select the Global group and click Add.
- In the Resources detail window, click Assign....
- In the Select Resource dialog box:
- Select a resource and click Select
Use Ctrl+click or Shift+click to select multiple resources.
- Select a resource and click Select
- Click Save.
Related Topics
Assigning a Resource to a Role
Assigning a Role Team to a Role
Assigning a Role to a Role Team
Assigning a Role to a Resource
Assigning a Resource Team to a Resource
Assigning Calendars to Resources
Configuring Timesheet Reporting for Resources
Assigning Resource Curves to Resource or Role Assignments from the Resources Assignments Page
Assigning a Resource to a Resource Team
Last Published Tuesday, March 26, 2024