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Resource settings allow you to add or remove resources (users, assets or crews) from your calendar, select colours for each resource, and set the order in which resources are displayed in your calendar.

Resources are visible within the following calendar views:


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Add/remove users

To add or remove users in your calendar view:

  1. Hover over the pop out menu at the top, left of the screen.
  2. Click (two people icon) to open the Resources tab.
  3. To add users: click Add Users and select from the list.



    To easily identify archived users, click Columns (bottom) and select 'Archived'.

    If you archive an active user who is showing on the calendar, they appear greyed out. You can remove them entirely from the calendar by following the instructions in this section.

  4. Click x to close the Search Users window.

  5. To remove users: click the yellow X (the right side of the user's panel).



  6. Click Save Resources to save your changes.
  7. Click X to close the Resources tab.

Add/remove assets

To add or remove assets in your calendar view:

  1. Hover over the pop out menu at the top, left of the screen.
  2. Click  (two people icon) to open the Resources tab.
  3. To add assets: click Add Assets and select from the list.
  4. Click x to close the Search Users window.

  5. To remove assets: click the yellow X (the right side of the user's panel).

  6. Click Save Resources to save your changes.
  7. Click X to close the Resources tab.

Add/remove crews

A crew is a group of resources (users and assets) who operate as a team for scheduling purposes. For more information, see Working with Crews.

To add or remove crews in your calendar view:

  1. Hover over the pop out menu at the top, left of the screen.
  2. Click  (two people icon) to open the Resources tab.
  3. Click Add Crew.
  4. Select a crew from the list.
  5. Click X to close the Search Crews window.
  6. To remove a crew: click the yellow X (right side of the crew's panel).
  7. Click Save Resources to save your changes.
  8. Click X to close the Resources tab.

To create a new crew:

  1. Click Add Crew.
  2. In the Search Crew window, click Add Crew (bottom).
  3. Enter a Crew Name .
  4. To add a user: click Add User and select from the list.
  5. To add an asset: click Add Asset and select from the list.
  6. Click X to close the Search window when you're done. You can add as many resources or assets as you like.
  7. Click Save.

Change resource colour

You can change the background, border or text colour of schedules for each resource in your calendar. 

  1. Hover your cursor over the pop out menu at the top, left of the screen.
  2. Click  (two people icon) to open the resources tab.
  3. To change the background colour, click the Bkgd box.
  4. To change the border colour, click the Border box.
  5. To change the text colour, click the Text box.
  6. Using the colour pallet, select a colour by:
    1. Clicking and dragging the arrow up or down the vertical colour bar to your preferred colour (see below).
    2. Clicking and dragging the small circle in the colour square to your preferred shade (see below).
    3. Click anywhere outside the colour pallet to close it.



  7. Click Save Resources  to save your changes and update the calendar.
  8. Click x to close the Resources tab.

In your calendar settings, you will also need to enable the 'Colour Schedule By' setting for resources in order to apply your customised colours to resource schedules within your calendar. For more information, see Colour Settings.

Change resource order

You can change the order in which the resources appear in your calendar.

  1. Hover your cursor over the pop out menu at the top, left of the screen.
  2. Click  (two people icon) to open the resources tab.
  3. Click and drag a resource up or down in the list.
  4. Click X to close.
  5. Click Save Resources to save your changes and update the calendar.
  6. Click X to close the Resources tab.

View our Resource Management product page.

Feature access

Your permission group determines access to this feature.

Parts of this feature are included in AroFloGo.


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