Managing Resources › How to Create Resources and Roles

How to Create Resources and Roles

Create a resource and role by doing the following:

1. 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, must be available for work.

2. Define the profile associations.

   An association refers to the tasks and skills information either assigned to or associated with a resource or role.

More information:

Create a Labor Resource

Create a Role