Create an OU for Resource Management

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Create an Organisational Unit

1.Navigate to the Organisation Unit in which you want to have Resource Management. Go to tab Navigation, click in section Organisational Units clip0220, a pop-up appears.

2.Enter data in pop-up, click OK

3.Navigate to the created Organisational Unit, tab Properties, click Configuration

4.Select Resource Management. p77

5.Navigate to the created Organisational Unit, tab Properties, click Edit Roles; assign users to correct role. Click Close.

 

Configure Resource Management

6.Navigate to tab Resource Management, click Resource Management Configuration, a pop-up appears. Select the Non-Project Activity Set.

7.Click OK.

8.Navigate to tab Resource Management, click Edit Resources, a pop-up appears. Add users, click OK.

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Note: Resource Management is often combined with Time Entry within one Organizational Unit.
See also: Configure an OU for Time Entry