How to Set Up Resource Types, Resources, and Schedule Against a Resource

Step-by-Step Instructions

1. 

   Click Resource Types, then click Add Resource Type, and enter a name.

2. 

   Add the required skills for this resource type. Click Save. Return to Settings.

3. 

   Under User Management, click Resources. Click Add Resource, enter a name, and select a resource type.

4. 

   Select the resource type you just created. Optionally, set up the hourly cost and sale price.

5. 

   Optionally, set up the default users. Click Save.

6. 

   Return to the Scheduler. Ensure you are in Resources view.

7. 

   Toggle to switch between User view and Resources view. Select a job to schedule.

8. 

   Bind the job against the resource you just created. Click Save.