Overview of Setting Up Resource Management

This section discusses a number of settings and entities that should be configured prior to using Resource Management. This setup work includes:

• Setting values for Resource Management-specific fields by altering the fields' validations

• Setting default time period views for staffing profiles and resource pools

• Creating and modifying roles that will be assigned to resources

• Creating and modifying skills that will be assigned to resources

• Setting up regional calendars that will determine holidays

• Determining request types that will count as workload, if any

• Creating resource pools

• Setting default notifications for staffing profiles and resource pools