Enable Resource Planner Access

After installation, the default Admin account is automatically enabled to use Resource Planner. All other users and resources must be enabled individually before they can access the application.

To enable Resource Planner access:

1. Log in to Sage CRM as an Administrator.

2. Navigate to Administration → Users → Users.

3. Select the required User or Resource.

4. Open the More User Details screen.

5. Select the Access to Resource Planner checkbox.

6. Save the changes.

Once access has been enabled, a new Resource Planner option is displayed on the user's main menu after login.

Setup users you want to see in the Resource Planner

Resource Planner allows you to view both standard Sage CRM users and other CRM accounts that have been configured as resources.

To make a user or account available in Resource Planner:

1. Open the required User or Resource record.

2. Select the View as Resource in Resource Planner checkbox.

3. Save the record.

Any account with this option enabled is displayed within the Resource Planner and can be scheduled as a resource.

Note: Enabling View as Resource in Resource Planner does not affect the number of Resource Planner licenses. There is no limit to the number of users or resources that can be configured and displayed in Resource Planner.

Since any user within the Sage CRM installation can be configured as a resource, Resource Planner can also be used as a diary management tool.