Resource Planning Setup Guide

Navigate to the Company level Resource Planning tool.

Click the Settings icon.

Click Job Titles.

Click New.

Configure your job titles with the following properties:

• Name. The name of the job titles.

• Color. The color for the job titles.

• Type. How the job is paid (hourly or salaried).

• Globally Accessible to All Groups. Mark this checkbox if you want to make this job title available in all groups.

• Groups. If you chose to limit the job title from being available in all groups, select which groups should have access to the job title.

• Hourly Rate. Enter the default or average hourly rate for that job title.
  Note: This is typically the general rate for the job title and used for forecasting.

Click Save.