Resource Planning Setup Guide

Follow these steps to:

• Configure Groups

• Set your Default Group

• Edit a Group

• Delete a Group

Configure Groups

1. Navigate to the Company level Resource Planning tool.

2. Click the Configure Settings icon.

3. Click Groups.

4. Click New.

5. Configure your group with the following properties:

   1. Group Name. Enter the group's name.

   2. Timezone. Select the group's timezone.

   3. Group Address. Enter the group's street address.

   4. Group Address 2. Enter the group's street address, continued.

   5. City/Town. Enter the group's city or town.

   6. State/Province. Enter the group's state or province.

   7. Postal Code. Enter the group's postal code.

   8. Country. Enter the project's country.

   9. Contact Name. Enter the group's contact name.

   10. Contact Phone. Enter the group's contact phone number.

   11. Contact Email. Enter the group's contact email address.

   12. Color. Select the the group's color.

   13. Picture. Add the group's picture.

   14. Icon. Select the group's icon.

6. Click Save.

Set your Default Group

To set the default group that is displayed when you log in to resource planning, follow these steps:

1. Navigate to the Company level Resource Planning tool.

2. Click the Configure Settings icon.

3. Click View Preferences.

4. Under 'Default Group', select your default group.

5. Click Save.

Edit a Group

1. Navigate to the Company level Resource Planning tool.

2. Click the Configure Settings icon.

3. Click Groups.

4. Click Edit next to the group to edit.

5. Update the relevant information.

6. Click Save.

Delete a Group

1. Navigate to the Company level Resource Planning tool.

2. Click the Configure Settings icon.

3. Click Groups.

4. Click Delete next to the group to delete.

5. Type 'Yes' and click Delete to delete.

Next Steps

• Create Projects in Resource Planning

• Add People to Resource Planning