You can choose one of three methods to add resources to your system:
- Import resources from a spreadsheet. This is useful if you want to
export resource information from an identity store, such as LDAP. You can then
import that information into a spreadsheet, quickly modify information for
resource team assignments, skills and job functions, and more, before you
import the spreadsheet into
For details, refer to
Importing and Exporting Resources.
- Add multiple resources based on
user accounts. For details, refer to
Adding Multiple Resources from
- Manually add resources, following the steps in the following section.
Regardless of the method you select, you should first create business
calendars that reflect the working hours of your different resources. For
example, you may have separate calendars for employees based in different
countries so you can track holidays. For information about using calendars with
resources, refer to
About Working Hours, Capacity, and Scheduling.
Steps for Manually Creating Resources
Use these steps to manually add resources to
- Create business calendars that reflect the working hours of your
resources. For details, refer to
- Create business units that reflect specific business functions in
your company. Examples are "Sales" or "Research and Development". For details,
The Business Units View.
- Create departments that belong to each of your business units.
Examples are "Inside Sales" or "Software Development". For details, refer to
The Departments View.
- Create job functions that reflect the positions that resources hold
in your organization. Examples are "Manager" or "Web Developer." For details,
The Job Functions View.
- Create skills that reflect the expertise of individual resources.
Examples are "Java" or "Web Services." For details, refer to
The Skills View.
- Create title groups for your organization. Examples are "Front Line
Managers" or "Executives". For details, refer to
The Title Groups View.
- Create types for your resources. Examples are "Full Time", "Part
Time", or "Contractor". For details, refer to
The Types View.
- Create resource teams to group sets of resources. Examples are "US
IT Operations" or "Web Development." For details, refer to
The Resource Teams View.
- Create resources, assign them to resource teams, and assign
attributes to each resource. For details, refer to
The Resources View.
- Edit the resource teams, and set start and end dates and shared
percentages for each member. You can also specify one resource as the team
For example, you could create a resource record for
user Bill, who is responsible for Web development, as follows:
||Research and Development
||HTML, Web services
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