1. Home
  2. Knowledge Base
  3. Project Management
  4. How to set a user’s Department or Role in the Resource Planner

How to set a user’s Department or Role in the Resource Planner

1. Go to the address book

Screenshot of the Users list in the Address Book highlighting the search box

2. Search for the user and click edit 

Screenshot of the Users list in the Address Book highlighting the edit icon



3. On the edit screen click the Resource Bookings tab

Screenshot of the Users list in the Address Book highlighting the edit icon

4. Set a Department or Set a Role

You can set either a department or role

Screenshot of the Resource Bookings tab highlighting the User Department dropdown
Screenshot of the Resource Bookings tab highlighting the Resource Planner Role dropdown



5. Click Save

Screenshot of the Resource Bookings tab highlighting the Save button

KB.44532

Updated on August 4, 2020
Tagged:

Was this article helpful?

Yes No

Related Articles