Assigning - User/Department or Associate - Resource

 

You can either assign resource to user or department [OR] associate resource to resource using this option. To assign or associate,

  1. Click the Resources tab in the header pane. The Resource list view page opens.

  2. Click the title of the resource to be assigned to users or departments.

  3. From the resource details page, click Assign on the right hand side of the resource details page. [OR]

    Click Actions combo box on the top right hand side of the page -> select the Assign option. This opens the Assign/Associate page.

  4. Select the Assign User/Department radio button to associate it to the user/department.

    1. Select the User from the combo box.

    2. Select the Department to be associated from the combo box.

    3. If the Resource is Leased then select the corresponding check box.

    4. Save the changes.

  5. You can also Assign resources to user/department using Assign to Department option in the resource list view page. This opens the Add Resource (s) to page as shown below,

If you would like to associate the resource with the Existing department then click the corresponding radio button and select the department from the combo box.

If you would like to associate the resource to a new department, then click Add New Department radio button, then specify the Department Name and Description and Save the details.

 

  1.  Else select the Associate to Resource radio button in Assign/Associate page to associate to the resource.

    1. Choose Resource to be associated from the combo box.

    2. Save the details.  

Once you save the details the page is refreshed with a message saying 'Owner assigned successfully for this resource'.

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