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

User-specific configuration is available through:

Main Menu → Resource Planner → Config

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.

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.

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.