About this Guide

This guide describes the purpose of resource planning and the group planning process, workload distribution using workload leveling functionality, resource allocation and CRM synchronization with resource planning.

Document summary

The first chapter, Introduction, describes the concepts of Resource Management.

The following chapters deal with the process to use master data, group planning, workload levelling, resource allocation, integrating resource assignments and CRM appointments and enabling synchronization of the appointments with Outlook.

This book describes procedures that users carry out using resource planning or group planning and provides some information on the underlying processes that LN carries out. The most important session windows and fields involved are discussed, but a full description of all software components is outside the scope of this book. For details, refer to the online Help.

How to read this document

This document is assembled from online Help topics.

Text in italics followed by a page number represents a hyperlink to another section in this document.

Underlined terms indicate a link to a glossary definition. If you view this document online, clicking the underlined term takes you to the glossary definition at the end of this document.