Add Resources to a Team

Use Teams in the Employee Settings submodule in the Settings module to add resources to selected teams.

To use Teams in the Employee Settings submodule, you must have access to Settings as defined in User Access Rights submodule Settings.

To add a resource to a team:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the team to which you want to add a resource.
3. In the left pane of the Settings page, click Employee Settings > Teams.
4. Click the Team Matrix tab.
5. Highlight the resource that you want to add to a team, and select the corresponding check box under the team to which you want to add it.