Resource Group

• Resources can be assigned to resource groups which result in the resource inheriting the groups defaults such as access, department and resources manager.

• The screenshot below shows a sample grid of resource groups, which includes some key information.

  

  • Code: This will be the resource groups code.

  • Tick boxes: The tick boxes show what features the resource group has access to.

  Tip

  To modify the columns displayed, select on the top right of the page, then tick/untick the information you want to hide or display.

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Edit the features the resource group allows.

• Allow expense: Tick this option to default the enabling of expenses for the related resource.
• Allow task: Tick this option to default the enabling of project tasks for the related resource.
• Allow timesheet: Tick this option to default the enabling of timesheets for the related resource.
• Allow absence: Tick this option to default the enabling of absence for the related resource.
• Buyer: Tick this option to default the related resource to be a "Buyer" (used for Purchase orders).
• Requester: Tick this option to use this payment method as the default for the related resource.
• Salesperson: Tick this option to default the related resource to be a "Sales person" (used for Sales Quotes, Orders & Invoices).
• Employment: Tick this option to default the related resource enabling the recording of "Employment" details.
• Umbrella: Tick this option to default the "Umbrella" for the related recource.
• Enforce data access control: If this option is ticked then a Legal entity must be specified when creating a Resource in this group. Data access control will be enforced based on the legal entity if data access control is enabled.

• Resources
• Products
• Custom fields

You can check which resources are in a group by clicking into a group then viewing the resources tab.

Updated November 2024