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Assigning a Resource Team to a Resource

Use this task to assign a resource team to a resource. You can do this from either the Resources tab or the Resource Teams tab. Use this method if you want to view all the resource teams assigned to a single resource.

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 Resources tab.
  4. On the Resources tab:
    1. Click the name of the resource you are assigning to a resource team.
    2. Click the Resource Teams detail window.
  5. In the Resource Teams detail window, click "" Add (Insert).
  6. In the Select Resource Team dialog box:
    1. Expand either the Global or User category, choose a resource team, and click Assign.

      Note: If you need to create a new resource team click on the Global or User category, and then click Add Team.

    2. Select additional teams, if necessary, and click Assign.
    3. Click Close.
  7. On the Resources tab, click "" Save (Ctrl+S).

Tips

To view all resources assigned to a particular resource team, assign a resource to a resource team from the Resource Team tab. See Assigning a Resource to a Resource Team.

Related Topics

Resources

About Resources

Adding Resources

Assigning a Role to a Resource

Configuring Resource Settings

Assigning Calendars to Resources

Configuring Timesheet Reporting for Resources

Assigning Resource Codes

Assigning Resource Rates

Creating Import Templates

Importing Resource Data

Resources Tab of the Administration Page

Resource Teams Detail Window of the Resources Tab of the Administration Page


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