How to Set Up Resource Types, Resources, and Schedule Against a Resource

Step-by-step instructions

1. 
   Step 1

   Click Resource Types, then click Add Resource Type, and enter a name.

2. 
   Step 2

   Add the required skills for this resource type. Click Save. Return to Settings.

3. 
   Step 3

   Under User Management, click Resources. Click Add Resource, enter a name, and select a resource type.

4. 
   Step 4

   Select the resource type you just created. Optionally, set up the hourly cost and sale price.

5. 
   Step 5

   Optionally, set up the default users. Click Save.

6. 
   Step 6

   Return to the Scheduler. Ensure you are in Resources view.

7. 
   Step 7

   Toggle to switch between User view and Resources view. Select a job to schedule.

8. 
   Step 8

   Bind the job against the resource you just created. Click Save.