The Resource Directory is a central hub at the account level where you can manage all of your company’s resources. You can define attributes like job roles, skills, locations, and resource managers, assign them to resources in your account (including viewers and guests), and filter them to quickly find the right match for your projects.
When the Resource Directory is set up, resources and placeholders can be added directly to a project’s Resource planner, so you can be confident that the right people are assigned to the right work.
Locate the Resource Directory
Click on your profile picture and select Resource Directory right under Administration:
When you first open the Resource Directory, it may take up to 24 hours for all members, teams, viewers, and guests to appear:
Manage attributes
Select Manage attributes to define the attributes you want to track, such as job roles, skills, and locations. You can also set up placeholders to cover upcoming needs in your projects. Within each category, you can create custom labels that reflect your organization’s requirements.
Assign attributes to team members
Once your attributes are ready, you can assign them to resources in your account, including viewers and guests. You can also assign a resource to a team so you have full visibility of how they’re grouped. Attributes can be assigned individually or in bulk, allowing you to batch-assign roles, skills, or locations.
Assign Resource managers
The Resource manager attribute helps you keep ownership clear and quickly focus on the right set of people when planning and staffing work. You can assign one or more resource managers to each person in the Resource Directory so it is always clear who is responsible for each resource:
Anyone who can access the Resource Directory can update this attribute. Once it is populated, managers can filter the Resource Directory by Resource manager to view only the people and teams they oversee.
Filter attributes
Managing a project and need a developer based in New York? No problem—use advanced filters for attributes like job roles, locations, skills, and resource managers 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. To take it a step further, learn how to set up Resource planners and Capacity managers here.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.