Set up resources for users

To correctly manage project work activities, you must set up users on resources and define skills they contain if certain work items require specific skills.

less than a minute

Note

Information regarding work items you’re responsible for will not be visible until your user is assigned to the resource that is assigned to the work items.

To set up a resource

On a card for your resource, you need to assign the time sheet owner user.

Choose the 🔎 icon, enter Resources, and then choose the related link.
Select the Resource and choose the Edit action.
Fill in the field Time Sheet Owner User ID.

To set up a resource on PGS

Choose the 🔎 icon, enter User Setup, and then choose the related link.
Fill in the field Resource Code on the selected User Setup.

To set up a resource’s skills

On a card for a resource, you can assign the certain skills.

Choose the 🔎 icon, enter Resources, and then choose the related link.
Open the Resource.
Choose the Skills action.
Select the skills that resource contains.