Resource Guru

Kat Pattison

Michelle Florin

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

Using Resource Guru

Find out how to create and edit resources, invite people to your account and manage permissions.

Resources

Adding people and non-human resources

Editing people and non-human resources

Archiving people and non-human resources

Deleting people and non-human resources

Inviting people into your account

Setting permissions

Resource availability

Categorizing resources using custom fields like skills, department etc.

Using custom fields to categorize resources by skills, department, and more

Hide people who aren’t bookable

Everything you need to know about bookings.

Bookings

Creating bookings

Video: Creating Bookings

Editing bookings

Deleting bookings

Repeat bookings

Creating multi-resource bookings

Creating tentative bookings

Duplicate or copy calendar events

Extend and contract

Drag to move

Using colors

How to create bookings when your resources aren't normally available

Adding bookings on weekends and non-working days

Booking clashes, the waiting list, overtime and capacity planning

Using the Availability Bar

Creating exceptions to normal availability

Discover how to add overtime with one click and see how it disappears like magic ✨ when you no longer need it.

Elastic Overtime

Add public holidays, team-based events or company-wide time off

Using saved filters to book multiple people at once

Video: Booking Clashes and The Waiting List

The approval workflow lets you specify who can approve bookings for specific resources.

Approvals

Enabling and disabling the approval workflow

Learn how to turn on the approval feature, set approvers, and approve bookings

Setting approvers and approving bookings

Navigating the reports with approvals turned on

Find out how to create and manage projects and clients.

Projects & Clients

Learn how to make the most of the Projects & Clients section

Navigating the Projects & Clients section

Creating projects and clients

Editing projects and clients

Archiving projects and clients

Deleting projects and clients

Time off

Adding time off, sick time and other types of downtime

Editing downtime

Scheduling multiple types of time off on the same day

Scheduling time off across multiple time zones

Video: Managing Leave and Other Time Off

Time off 

Filters, navigation and the Dashboard

Navigating the timeline

Dashboard overview

Filtering resources

Search by name

Learn how to get a clear view of your projects in the schedule

Group by project or client

Speed up your scheduling with easy to use shortcuts

Using keyboard shortcuts in the Schedule

Choose which Outlook and Google Calendar events are displayed to you on the schedule

Hide or display external calendar events on the schedule

Video: Navigating the Schedule

Video: Name Search and Filters

Zooming in and out

Discover the Reports section and how it can help you optimise your schedule.

Reports

Navigating reports

Filtering reports

Capacity planning

Using date ranges in reports

Using the downloaded reports

Setting the number of hours in a day for your reports

Blog

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Contact

Find answers and get help from Intercom Support and Community Experts

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