Manage resource groups

Navigation

 You can easily add new resource groups to vPlan. In the plan board you can easily filter by groups in the resource overview.

Go to the Configuration menu and click on the Resources icon, as shown in the image below. 

You now come to the page where you can add resources and groups manually. Your resources that are automated from your ERP will already be shown on this page. To add a new group, click on the plus sign behind Groups.

Create

When you have clicked this button, you will be taken to the page where you can fill in the data. Give the group a name and click on Add Resource to link resources to a group. It is possible to link resources to more than one group.

Select the resources you want to add to this group. 

When you have selected all resources, click close.

The group is created and you see the linked resources.

Disconnect resource 

To disconnect a resource, move the cursor to the resource's avatar. A cross icon will appear. Click on the cross icon to disconnect the resource. 

Save

To add a group, click the Save button.

Other information

In the Resource overview in the scheduling board it is possible to filter by created groups.