RB User Guide > Entities > Resources > Updating resources

Entering specialties

If a resource has specific expertise, add that specialty to their RB9 listing. Then when you have a task that requires that specialty, the resource will be included in the list of available resources so you can assign resources more accurately.

Continued from Updating resources.

1. In an Edit Resource window, scroll or jump to the Specialties pane.
2. Click .
3. In the Add Specialties panel, select the resource’s specialties. Specialties are set up in Lists > Resources.
4. Click Save.

NOTE: Removing specialties

To remove a specialty from a resource, check its box in the Specialties pane, then click .

References

• Specialties
• Tasks
• Lists > Resources

Step-by-step instructions

• Adding resources to RB
• Updating resources
• Scheduling jobs
• Searching in RB
• Requiring specialties
• Assigning resources