Page 48 - Unanet AE: Administering the System

Part 3: Assign a Project Role to Project
1. Navigate to Project Administration > Projects. The Projects applet opens.
2. Type 20210000 in the Project Lookup field.
3. Press Enter. The Hypoch Park Pedestrian Bridge project information displays.
4. Select the Members tab.
5. Select Lookup in the Employee Code field in the Team Members section. The
Employee Lookup window opens.
6. Double-click Adams, Corey B.
7. Select Junior PM from the Role drop-down list for Adams, Corey B.
8. Select the Save button.
9. Close the Projects applet.

Resource Groups
Resource Groups are defined groups of employees which can be used to limit the list of
possible employees to schedule when planning projects.

Project Central allows you to filter by Resource Group and Project Planning supports
filtering with Auto Fill.

Activity 5.4 – Create Resource Groups
In this activity, you will create a Resource Group and assign to a Project.

Activity Steps

Part 1: Create a Resource Group
1. Navigate to Project Management > Resource Groups. The Resource Groups
applet opens.
2. Select the New button. The Resource Group Name window opens.
3. Type Design Team in the Resource Group Name field.
4. Select the OK button.
5. Select Lookup in the Employee Code field. The Employee Lookup window
opens.
6. Double-click Adams, Corey.
7. Repeat steps 5-6 to add the following Employees:
• Hernandez, George J.
• Stanwyk, Gail W.
8. Select the Group Leader check box for Stanwyk, Gail W. Note: Group Leader
is informational only and does not affect scheduling and planning.
9. Select the Save button.
10. Close the Resource Groups applet.

Lesson 5: Managing PM Permissions and Access ©2022 Unanet. All rights reserved. 48