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Crews

In this article:

Overview

Crew is a collection of resources that is treated as a separate resource. We can allocate it in the same way as other resources. A crew consists of a resource and a leader who is responsible for it. Crews can be assigned job roles and skills.

Similarly to other resources, we assign a subsidiary, location, and work schedule to the crew. A unique option is availability. We can choose whether or not to consider the availability of the resources included in the crew.

Creating crews

You must have the Enterprise/Strategic KanBo license, the Human/Non-Human Resource Manager role, and be the subsidiary manager to add leave time types to create a crew.

To create a crew:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Crews.
  4. Select + Add new crew.
  5. Enter the name.
  6. Select the subsidiary. Keep in mind that a different set of resources is assigned to each subsidiary.
  7. Select the location and work schedule.
  8. Select the start date and the leader (mandatory fields).
  9. You can manage the availability of a crew according to the percentage availability of its resources. Check Always available or specify when you want the crew to stop being available.
  10. To add resources, select + Add new resource.
  11. Add job roles and skills.
  12. Confirm using the Add crew button.

Editing crews

You must have the Enterprise/Strategic KanBo license, the Human/Non-Human Resource Manager role, and be the subsidiary manager to add leave time types to edit a crew.

You can edit a crew at any time.

To edit a crew:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Crews.
  4. On the selected crew, go to Details.
  5. Make changes.
  6. Confirm using the Save button.

Deleting crews

You must have the Enterprise/Strategic KanBo license, the Human/Non-Human Resource Manager role, and be the subsidiary manager to add leave time types to delete a crew.

To delete a crew:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Crews.
  4. On the selected crew, go to Delete.

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