Implementing Resource Management

There are two administrative steps an organisation must perform to turn on the Resource Management System.

1. Select Resource Management Structure

The Administrator must select a structure which will be used to manage the workflow for resource management. It is strongly recommended that a Resource Breakdown Structure is used when implementing the Resource Management System as they naturally reflect the management of resources.  Avoid using the Organisational, Work Breakdown or Skill Breakdown Structure.

1. Select the Reporting Structure which is to used for Resource Management

2. Click the Set Resource Structure icon

3. The Selected structure will be marked as the Resource Structure.

2. Assign Resource Managers and Team Members to the Structure.

The Administrator then must assign Team Member and Resource Manager roles to users within the Resource Management Structure.  See the Resource Management Example (Overview) for details on assigning roles.