Managing Resources › How to Create Resources and Roles

How to Create Resources and Roles

The process of creating resources and roles is performed in two parts:

• Part I: Create the resource or role profile. For a resource, a profile defines basic information including name, email address, primary role, and the number of hours the resource is available to work each business day. For a role, a profile defines the name of the role and the number of hours the role, when replaced by a resource, will need to be available for work.
• Part II: Define the profile associations. In this context, associations refers to the tasks, skills, documents, and calendar information that is either assigned to or associated with a resource or role.

More information:

Create Labor Resources

Create Roles