Resource Manager Overview
If you have access to the Resource Manager feature, use it to:
- View or modify a company's or shell's personnel resources. Resources can also include those of a partner company.
- Classify job functions into Roles that can then be allocated to projects/shells.
- Assign personnel to one or more roles in projects/shells.
For example, a construction role and a plumbing role might be served by one person who has both carpentry and plumbing skills.
Notes:
- The Resource Manager has limited functionality in generic shells.
- Users cannot allocate resources in a generic shell.
In This Section
Design Requirements for the Resource Manager
Last Published Tuesday, June 17, 2025