Resources

Resource users are used to assign to claiming steps on scope items. Resource users are associated with resource types and can be grouped into teams.

You can create resource users in Settings > Design > Engineering > Resources.

Steps

You can do the following actions:

• Assign resource user –Add an individual resource user.

  1. Click the Add resource icon, and then select Assign resource user from the list. The Add resource slide-out panel opens.

  2. Select a user, start date, and resource type.

  3. Optionally, select a team or teams from the Enter team drop-down list, select the start date, and then click the Add team icon.

  4. Click Save.

  To remove a team, click the Remove ream icon to the right.

• Assign resource users by type – Add multiple resource users assigned to one resource type.

  1. Click the Add resource icon, and then select Assign resource user by type from the list. The Assign resource users by type slide-out panel opens.

  2. Click the Select resource type drop-down list, and then select a resource type.

  3. Click the Enter resource user drop-down list, select a resource user from the list, and then select the start date.

  4. Click the Add resource user icon to add the resource user to the list.

  5. Click Add to assign resource users by type.

  To remove a resource user, click the Remove resource user icon to the right.

• Assign resource users to team – Add multiple resource users assigned to one team.

  1. Click the Add resource icon, and then select Assign resource users to team from the list. The Assign resource users to team slide-out panel opens.

  2. Click the Select team drop-down list, and then select a team.

  3. Click the Enter resource user drop-down list, select a resource user from the list, and then select the start date.

  4. Click the Add resource user icon to add the resource user to the list.

  5. Click Add to assign resource users to team.

  To remove a resource user, click the Remove resource user icon to the right.

• Delete – Click the Delete resource icon to the right. You cannot delete resources assigned to a project. To remove a resource or team, click the Remove resource user or Remove team icon to the right.

• Edit – Select a resource, and then click the Edit resource icon.

In settings at the project level, you can set the Limit user assignments to only those Teams associated with the project toggle to On to allow only those users who are associated to Teams assigned on the project to be able to assign on the project. For more information, see Resources in project settings.

Considerations

• You must have Level 3 – Account Admin permissions in InEight Platform or a role with the applicable permissions in Engineering.

• A user can only be assigned as a resource in one organization at a time.

• You can only assign resource users to teams associated with the organization.