Map primary attributes to resources

Locate and map the primary group, primary role, and primary skill for the resources associated with existing employee profile tables.

始める前に

Generate employee profiles for resources to work with Capacity.

Role required: admin

手順

1. Navigate to All > Employee Profile > Employee Profiles.
2. Filter the User column to locate and open the resources with employee profiles.
3. Select the Populate primary resource attributes related link to auto-populate the attributes.
   • If an employee is assigned to a single group, role, and skill, the primary attributes are populated.
   • If an employee is assigned to multiple groups, skills, or roles, select the Primary Resource Group, Primary Resource Role, and Primary Resource Skill, using the lookup icon.
4. Select Update.