Resource teams provide a convenient way for you to categorize resources so that you can view data relating to a specific group that interests you. When working with pages and tabs that display resource data, such as the Resources Home page, Usage tab, and Analysis tab, you can choose to organize the hierarchy by resource team, then choose to view team data, such as total units for the team, or individual unit values for each team member. For example, the Usage tab provides total allocation data for the team, as well as for each team resource.
To add a resource team
Note: If you have appropriate module access, you can create and modify resource teams for your own use. If you have the required security privilege, you can also create and modify resource teams that are available to all users.
- From the Resources action menu in the global navigation bar, choose Create Resource Team.
- Type a unique name for the team and choose to make it available to all users or only for your own use.
- In the Available Resources list,
choose the resources you want to add to the team, then click
. You can Ctrl-click to select multiple resources before moving them to the Selected Resources list. To search for a resource to add, click
.
The list of available resources you can add to a team includes only those resources you have access to, based on resource security privileges.
- Click Save.
To modify or delete a resource team
Note: You must have the appropriate security privilege to modify or delete a global resource team.
- On the Resources Home page, in the Group By field, select Resource Team.
- Select the resource team you want to modify or delete.
- Click the Team Details tab.
- To delete the team, click Delete Team, then click OK.
To modify the team, you can edit the team name, change the team's availability (All Users vs. Current User), or use the right and left arrows to add or remove team resources. When you are finished editing, click Save.