Try It!

All bookable resources must be created in Sensei IQ.  This allows you to manage the capacity and demand of resources across all projects in your organization.


To create and maintain resources:

1. Ensure you are in the Resources area, click Resources in the Resources section.
   
   
2. Click +New from the command bar to create a new resource or select and edit an existing resource to make changes to an existing resource.
   
   
3. Define the Resource Type (Named, Generic or External).
   
   
4. For Named Resources only, search for and select the Resource from the Organizational Directory.
   
   
5. Fill in the Name field with the name that will be used to reference the resource in Sensei IQ.  This can be the same as that in the Organizational Directory.
   
   
6. Define the Primary Role for the resource. 
   
   
   Important: This lookup table is driven from the Generic Resources defined in the organization and is used in Resource Capacity and Demand.
   
   
7. Search for and select the individual who will be the Line Manager for this resource. 
   
   
   Important: The Line Manager is responsible for capacity and demand management for this resource as well as approving the Resource Requests for this resource.
   
   
8. If your organization will be using the Sensei Timesheet indicate whether this resource will be required to complete timesheets and the Timesheet Manager who will be responsible for reviewing and approving their timesheets.
   
   
9. Search for and select the appropriate Calendar to define the working time for this resource.
   
   
10. Other fields not explicitly referenced in this job aide should be completed based on organizational standards.
    
    
11. Click Save and Close to update or create the resource.
    

Download Job Aid: Creating and Maintaining Enterprise Resources


Tip: Refer to this extended version of the job aid for a more detailed guide on creating and maintaining bookable resources in Sensei IQ: Job Aid: Creating and maintaining bookable resources.

_{Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.}