Create Resource Groups

Use the Resource Groups submodule to create resource groups.

To use the Resource Groups submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To create a resource group:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company for which you want to create a resource group.
3. In the left pane of the Settings screen, click Clients & Resources > Resource Groups.
4. On the grid toolbar, click Create new group .
5. You can edit the Group Name field by double-clicking on it.