01
Prepare the resource data
Resource Manager
Collect the names and organizational information required for the initial resource pool.
Resource Manager
QUICK GUIDE 03
Define and import resources
Create or import the resource foundation that Project Managers will use for planning and allocation requests.
02
Create or import resources
Resource Manager / Import CSV or New Resource
Use the available creation or import process to establish the shared resource list.
03
Maintain role and department
Resource Manager / Edit Resource
Add the information needed to understand where each resource belongs and what work they can support.
04
Set work week and availability
Resource Manager / Edit Resource
Record the capacity information used when reviewing project demand.
05
Review the active resource pool
Resource Manager
Correct duplicates, incomplete records and resources that should not be active.