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Rillsoft Integration Server 9 documentation
Resource manager
Initializing search
    • Legal notice
    • Quick Start
      • Registration
      • Set up RIS: server or cloud
      • Create your first client
      • Create your first user and assign a role
      • Connect the resource pool to Rillsoft Project
    • Task-Oriented Help
      • Manage clients
        • Clients
          • See also
            • New client
            • Edit a client
            • Portfolio structure hierarchy of a client
            • E-mail templates list
            • Client’s user list
            • Floating licenses of a client
            • Delete a client
            • Resource pool versions of a client
        • Client release
        • Organization chart
        • Folders
        • Folder roles
      • Manage users and permissions
        • Users
          • See too
            • New user
            • Edit user properties
            • Delete user
            • Customize user access rights
            • Define a user’s client access
            • Subordinate personnel resources to a user
            • User info
        • User roles
      • Resource pool and teams
        • Personnel
        • Roles
        • Team
      • Share projects and portfolios
        • Lock
        • Projects
        • Portfolio
        • Links
        • Project Import
      • Configure add-ons
        • iCalendar
        • E-mail notification
        • Vacation planning
        • Vacation Import
        • Retention period
        • Timesheet
        • Data Management System (DMS)
        • Timeline
      • Troubleshooting
        • Why can’t a user log in?
        • Why is a resource pool not synchronized?
        • Why doesn’t iCalendar sync work?
        • Why doesn’t a user see a project or portfolio?
        • Why does floating license access fail?
    • Role-Based Help
      • IT administration
      • Project manager
      • Resource manager
        • Getting started
        • Maintain resource pool and teams
        • If you have problems
        • Clarify responsibility
      • PMO / executive management
    • Expert Knowledge
      • LDAP
      • Floating licenses in detail
      • DMS integration in depth
      • API access keys and iCalendar in depth
      • Cloud vs. on-premises operation
    • Reference System
      • Main menu Rillsoft Integration Server
      • Administration
      • Roles and permissions matrix
    • Getting started
    • Maintain resource pool and teams
    • If you have problems
    • Clarify responsibility

    Resource manager¶

    As a resource manager, you maintain the resource pool as well as the roles and teams that Rillsoft Project uses for planning.

    Getting started¶

    • Connect the resource pool to Rillsoft Project

    Maintain resource pool and teams¶

    • Resource pool and teams — personnel, roles, teams

    If you have problems¶

    • Why is a resource pool not synchronized?

    Clarify responsibility¶

    Client sharing and access rights to the resource pool are granted by IT administration, see IT administration.

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