Resource Classifications

To create a new Resource Classification (Resource Type):

1. Navigate to the Administration
2. Select Classifications from the Admin menu
3. Click the '+ Classification' button
4. Select Resource from the Object Type dropdown

The following options will be available:

• Name: Add the name of the resource type.
• Color: Use the color picker to choose the color of the resource type.
• Rate (per hour): Define the standard hourly rate for this resource type. This will be inherited by default to any users assigned this resource type. This is optional.
• Workflow: Assign an approval workflow for this resource type. This is optional. See the approval workflow article for more information.

Assigning Resource Types to Users

To assign a Resource Classification (Resource Type) to a user:

1. Navigate to the Administration
2. Select Manage Users from the Admin menu and click on the desired User 
3. Click the 'Edit' button
4. Scroll down to the 'Resourcing' section and click 'Add Resource Type'
5. Select a Resource Type from the dropdown

The following options will be available:

• Resource Type: Select the Resource Classification (Resource Type) you want to assign to this user.
• Capacity (FTE): Define this user's capacity (eg. 1 FTE = Full time).
• Custom Fields: Any custom fields mapped against the selected Resource Classification (Resource Type) will display here. These allow you to define additional capabilities that the user may have (eg. experience in Scrum and Agile) or their geographical location (eg. APAC region).

Enabling Resource Capacity & Demand

See Resource Capacity and Resource Demand articles for more information.