> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/sage-crm-add-ons/crm-resource-planner/installation-+-setup/configuring-resource-planner.md).

# Configuring Resource Planner

Resource Planner can be configured at both the **global** level and the **individual user** level.

Global configuration is available through:

**Administration → Customization → Enbu Config**

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2F0zIKus616Cg6aWr0GjiC%2FConfiguration.png?alt=media&amp;token=1ab96925-d334-45b2-8f05-62029bcf16b1" alt=""><figcaption></figcaption></figure>

User-specific configuration is available through:

**Main Menu → Resource Planner → Config**

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FfJluJOn8Gs1tDbihyH0Y%2FPlanner.png?alt=media&amp;token=942b1c78-49dc-4ae4-b125-145989178042" alt=""><figcaption></figcaption></figure>

After configuring the users and resources that will use Resource Planner, additional user preferences can be configured to customize the application according to business requirements.

**User Setup – Resource Type**

Each **Resource Planner** user includes a Resource Type setting.

The available resource types are:

* **Project Manager**
* **Projector**

This setting can be used as a filter within the Resource Planner screen, allowing users to display resources based on their assigned resource type.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FtJ481A7oM2J81q1n6G6C%2FType.png?alt=media&amp;token=e2d64b81-9c8c-4a40-ab14-fce9e5e7f480" alt=""><figcaption></figcaption></figure>

#### User Setup – Resource Planner Notifications

Users can choose whether to receive Resource Planner notifications.

To enable notifications, select the **Receive Resource Planner Notifications** checkbox for the required user.

When enabled, the user will receive notifications generated by Resource Planner.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2F8SG6PJtBEesrbG9xVLwm%2FReceive.png?alt=media&amp;token=0207c78a-68d6-4ad0-8ded-491014ea499d" alt=""><figcaption></figcaption></figure>

#### User Setup – Grid Axis and View Preferences

Resource Planner allows each user to configure their preferred grid orientation.

The **Grid Axis and View Preferences** setting enables users to adjust the Resource Planner layout according to their individual viewing preference.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FrapfEYiu6wTjD5BaFsA3%2FGrid.png?alt=media&amp;token=dcac4032-021a-486b-b688-5a974a1813c3" alt=""><figcaption></figcaption></figure>
