Resource Guru Help Center

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Using Resource Guru

Learn the ins and outs of using Resource Guru, including how to create bookings, filter the schedule and use the reports.

People & Resources

Creating & Editing

Adding, Editing, Archiving, Deleting Resources

Configuring & Managing

Setting Permissions, Inviting, Availability, Custom Fields

Bookings

Creating & Editing

Creating, Editing, Deleting Bookings

Clash & Availability Management

Waiting List, Elastic Overtime, Availability Bar and Exceptions

Projects & Clients

Creating & Editing

Creating, Editing, Archiving and Deleting Projects and Clients

Managing & Customizing

Adding Teams, Activity Types, Milestones and Custom Fields to Projects

Timesheets

Enabling & Using

Using Timesheets, Editing Time entries, Setting up Reviewers

Managing & Analyzing

Approvals, Exports and Viewing Someones Timesheet

Time off

Creating & Managing

Schedule, manage, and track time off

Filters, Navigation and the Dashboard

Schedule Basics

Navigating, filtering the Schedule and Dashboard, Zoom levels and keyboard shortcuts

Advanced Filters & Customization

Grouping, Saved Views, Using Custom Fields and Heatmaps

Approval Workflow

Approval Workflow

Specify who can approve bookings for specific people and resources.

Reports

Reports Overview

Navigating Reports, Using Date Ranges and Report Settings

Advanced Reporting

Filtering, Capacity Planning, Exports

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