Adding a Resource group to a resource is optional. 

Resource groups can be used as a planning option within both Graphical plan boards (change Settings on the plan board to plan by resource group).

A resource's link to a resource group can optionally have an expiration date setup.  

 

 

 


Standard procedure

1. Go to Work order project planning > Resources > Resources.
2. In the list, find and select the desired resource.
3. Click Add.
4. In the Resource group field, enter or select a value.
5. In the Expiration field, enter a date and time.
6. Click Save.
Related to Notes

Manage resources

 

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