Managing Resources

Use the Resource Planner to create resource and role profiles and associate them with skills and documents. In addition, you can assign resources and roles to investments and services, and monitor and edit their allocations.

This section contains the following topics:

Resources and Roles

Access Resources and Roles

How to Create Resources and Roles

Manage General Resource Properties

Define Skills Associated to Labor Resources

Define Resource and Role Allocations

Document Associations

Calendar Associations

Edit Resource and Role Properties and Associations