Manage your company’s resources with the account-level Resource Directory. This centralized hub lets you create and manage resources, assign key attributes like roles, skills, and locations, and easily filter to find the best matches for your projects.

By setting up the Resource Directory, you can add resources—like assignees and placeholders—directly to a project's Resource planner, ensuring the right people are assigned to the right projects.

 

Locate the Resource Directory 

Click on your profile picture and select Resource Directory right under Administration.

 

From there, you’re all set to start managing your resources!

 

Manage attributes

To get started, click on Manage attributes to define resource attributes like job roles, skills, and locations. This allows you to set up placeholders for future resources, ensuring your project needs are fully covered. Within each category, create custom labels that reflect your organization’s specific needs. 

 

 

Assign attributes to team members 

Match your team members to their attributes by assigning previously defined job roles, skills, and locations to each resource. You can also assign each member to a specific team.

 

Filter attributes  

Managing a project and need a developer based in New York? No problem—use advanced filters for job roles, locations, and more to quickly see your available resources at a glance.

 

With your Resource Directory in place, you’re ready to create resource plans for your projects and make smarter, data-driven assignment decisions. Learn how to set up Resource planners and Capacity managers in this article to take your resource management to the next level.

 

 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.