Create a Resource Group

Resource groups allow you to manage time entries for groups of employees or equipment. Only you can access the resource groups that you create.

To create, edit, or delete resource groups, you must be assigned to a security role with this permission: ManageResourceGroups.
Changes made on the Edit Resource Groups tab affect only your personal resource groups, not the resource groups that other users have set up for themselves.
  1. Select the Manage Resources tab.
  2. Click Resource Group Setup .
  3. Select the Edit Resource Groups tab, and click Add .
  4. Enter a name and description for the employee group or crew.
    The system sets new resource groups as Active by default.
  5. Click Save .
    You must save the new resource group before you can add employees or equipment to it.
  6. Click the [+] to the left of the new resource group line to expand the list of resources.
  7. Select the Include check box for all employees or equipment that you want to add to the group.
  8. Click Save .
Active resource groups are available from the Resource Group field available across the system and on mobile applications.