Resource Groups Project Management>Resource Groups

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Overview

 

Resource Groups are named groups of employees used to make data entry in Project Planning easier.  

 


 

Key Concepts

The purpose of a resource groups is to limit the list of possible employees to schedule in Project Planning.
There's an "Auto-Fill" checkbox that allows for zero hour resources to fill in on the WBS so that you can enter time without having to fill in the resources every time. Once you are done, uncheck auto-fill and the zero hour resources will go away.
"None" must be selected under "Fill Labor Allocations & Resources By" under Project Plan Settings for this functionality to work. More on Project Plan Settings

 

Field Descriptions

 

Resource Groups Grid

Name - This column contains the name of the Resource Group. To create a Resource Group, click "New".  Once saved, the name will appear in this column.

 

Members Grid

Employee Code - Employee Code selected.
Employee - Employee Name.
Job Title - Job Title to be selected with the Employee.
Group Leader - Employee designated as the leader of the group. Informational Only