Resource Group

Note

To view the legacy version, please select Legacy User Guide.

  • 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 option on the right of the column display, 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.

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


Updated September 2026