Resource load as a module

Overview

To further simplify navigation and provide a visual and simple way for users to access resource load-related functionality, Clarizen is adding the Resource Load module, which can be added to the left-hand-side navigation bar by a system administrator.

Once added, when a user clicks Resource Load in the navigation bar, the following sub-menu options are displayed to all users:

  • My direct reports
  • Groups I manage
  • My assigned work

Note: The Projects I manage option will be added in a future update.

Adding the Resource Load module to the navigation panel

To add the Resource Load module to the navigation panel:

  1. As a System administrator, navigate to Settings > Profiles.
  2. On the left, select the desired profile.
  3. In the General section, click Navigation.
  4. Add Resource Load to the menu.
  5. Click Save.

 

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