Search Results for

    Show / Hide Table of Contents

    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.


    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.

    Custom fields can be added to the Resource groups by selecting in this Custom fields tab, then filling out the selection criteria.

    Warning

    You cannot add a Custom Field containing a space. If you do, you will get a warning message and will be prevented from completing the Save.


    Updated November 2024

    In this article
    Back to top Generated by DocFX