Linking preferred resources to activities

Introduction

It is possible to link one or more resources to an activity as a preferred resource. This means that vPlan automatically links this resource to a card if the activity is also linked.

Example: you have the Design stage with, among others, the activities DTP and Artwork. Jonas (DTP-er) and Ferdi (Art director) work in the Design stage. You can link the Jonas resource to the DTP activity as your preferred resource. When a card with a DTP activity is planned on the stage, the Jonas resource is now also automatically linked to the card.

Setting preferred resource

In the configuration, go to activities.

Select an activity.

Go to Preferred resources.

Click the Add Resource button.

Select your preferred resource.

Click on Save.

It is possible to link multiple preferred resources to an activity. When you go to that resource in the configuration, you can also see that the resource has been set to an activity as a preferred resource.