Creating Resource Groups

Resource groups enables you to create a group of resources to be assigned together to a single project task. For example, if you have a group of engineers that typically work on tasks together, you can create a resource group for those engineers. Then, when creating project tasks, you can assign the group to the task instead of each individual engineer.

When assigning groups to a project task, you can choose to divide the estimated work evenly across the members of the resource group or you can assign each member the estimated work entered for the task.

Note:

Resource groups are not currently available with resource allocations.

To create a resource group:

Go to Lists > Employees > Resource Groups > New.
Enter a name for this resource group.
Enter a description for this resource group.
Optionally, select a subsidiary, billing class, class, department, or location for this resource group.
In the Resource field, select a project resource for this group.

Note:
Only employees marked as project resources appear in the Resource field. Generic resources and vendors are not available to add to resource groups. For more information, see Identifying an Employee as a Project Resource.
Click Add.
Continue to select resources and click Add to add resources to this group.
When you have finished, click Save.

Your resource group is now available to assign to project tasks.

To assign a resource group:

Go to Lists > Relationships > Projects.
Click View next to the project you want to update.
On the Schedule subtab, click Edit next to the task you want to assign a resource group to.
On the Assignees subtab, click Assign Group Members. A popup window opens.
Select a resource group.
In the Planned Work field, enter the total amount of work planned from this group of resources.
Check the Divide Hours box to divide the hours evenly for all resources.
In the Units field, enter the percentage of regular working time that should be devoted to this project task.
Select a cost method for this resource group. Employee Cost pulls the labor cost from each employee’s record. Unit Cost enables you to enter a specific unit cost to use for each employee on this task.
Select a service item for this resource group assignment.
You can clear the Source Billing Class from Resource box to select a specific billing class to be used for all the resources in this group for this assignment.
When you have finished, click Add.

Each resource is added to the Assignees tab. You can make changes to individual resources by clicking the line for that resource.

Note:

Before using resource group roles, use the following setup:

To use a resource group role

Go to Setup > Users/Roles > Manage Roles.
Select your role and click Edit
Click the Permissions subtab.
Go to Resource Groups and click Edit or View.

General Notices