Resource Groups
Use the Resource Groups screen to group resources for different purposes. A Resource Group can be a department, office, division, project.
For example, you might group resources for the following reasons:
- Define your organization to the system
- Assign resources to supervisors/administrators
- Assign/restrict resources to certain charges
- Provide employee selection criteria for reports and exports
When working with resource groups, note the following:
- Resources can be members of multiple groups.
- You can assign supervisors/administrators to multiple groups.
- You can assign charges to multiple timesheet groups.
- Groups may or may not have supervisors/administrators assigned.
- Groups may or may not have charges assigned.
Note:
If the Employee Security feature is turned on for your security role in the Security Roles screen, the resource groups that you can view, update, and delete is based on your functional role rights.
When you add a new resource group, the subtasks are not available until you enter and save information entered in the screen fields.
When you save the resource group, you are given primary supervisory rights over the group.
- Related Topics:
- Display the Resource Groups Screen
The Resource Groups screen is located in the Configuration module. - Basic Information Screen Fields
Use the Basic Information screen fields to enter general information about the employee group. - Employees Subtask
Use the Employees subtask to add or delete employees as members of the group displayed. The data is sorted alphabetically by Employee Name. - Supervisors Subtask
Use the Supervisors subtask screen to add or delete supervisors for the group displayed. The data is sorted alphabetically by Supervisor Name. - Charge Trees/Branches Subtask
Use the Charge Trees/Branches subtask to grant or deny the group access to charge trees/branches.
Parent Topic: Resources