Create New Resource Groups

To use the Resource groups submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To create a new resource group:

  1. On the main toolbar, click Settings .
  2. In the left pane of the Settings screen, click Clients & Resources > Resource Groups.
  3. On the grid toolbar, click Create New Group .
  4. You can edit the Group Name field by double-clicking on it.