Configuring Resource Types (OBS)

Resource Types are part of the OBS (Organizational Breakdown Structure) setup. To add expense limits for a resource type, use Expense Limits at the expense item or project level. Resource types refer to the types of assets an organization has at its disposal. Such assets include human as well as non-human assets, such as equipment, employee and non-employee assets, such as clients or suppliers.

Configure Sites

Configure Business Units*

Setup Business Units and associate with Projects/Users

Configure Resource Types

Create a Resource Type and setup Overtime Policy as well as Leave Time.

Configure Groups

Setup Work Types, Leave Time, Business Unit Association and Approvers. Manage Members.

Configure Teams*

Configure Titles*

Configure Roles*

Role Definition, Members and Forecast Rates.

Configure Users

Setup Users. Site and Group Association, Contact, Login Information & Security Profile, Holiday Set, Resource Type Association and Cost & Billing Rules.

Note: * Business Unit, Team, Title and Role Setup are optional.

The article listed here will help guide you through the process of configuring Resource Types within the application: