Resource Planning Setup Guide

Navigate to the Company level Resource Planning tool.

Click the Configure Settings icon.

Click Job Titles.

Click New.

Configure your job titles with the following properties:

1. Name. Enter the name of the job titles.

2. Color. Enter the color for the job titles.

3. Type. Select whether the job is paid on an hourly or salaried basis.

4. Globally Accessible to All Groups. Mark this checkbox if you want to make this job title available in all groups. See Configure Groups for Resource Planning.

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

6. 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 or estimating.

Click Save.