FAQ
Resource Management FAQ.
How do I create a new profile role?
Question: How do I create a new role to assign to resources (or users) in Fluid? E.g. Developer, Test Engineer, Electrician. Answer: You can create...
How do I assign a profile role to a resource/user?
Question: How do I assign a profile role to a resource (user) in Fluid? Answer: You can assign a role to a resource in their user profile in the ' U...
Why am I not seeing all of my resources on my dashboard?
Q: Why am I not seeing all of my resources on my dashboard? A: By default the dashboard lists only resources with capacity and hides those who do no...
Why am I getting the warning 'The allocation plan cannot be saved due to an over allocation of the resources listed below'?
Q: Why am I getting the warning message 'The allocation plan cannot be saved due to an over allocation of the resources listed below' ? A: This is ...
How do I assign delivery teams as placeholders to projects?
Question: I have created 'delivery teams' in Fluid and need to add a team member to an upcoming project, however I'm not yet sure who this will be s...