Home Guides Boards Project How to add a subset in Resource Management?

To be able to add subsets, we first have to add a Pricelist to the project.

Subsets are positions from the Pricelist grouped together to provide Project Managers the best overview of used resources in specific locations. They are created by first clicking on the “Boards” field in the top right corner and then selecting “Create subset” from the dropdown menu.



Now we’ll be able to select positions from the previously added Pricelist and add them to one or more of the Project’s Boards.



Once we’re finished with selecting both Boards and Pricelist positions, we create the subset by clicking on the “Create subset” field in the bottom right.

Now we’ll be able to track the utilization of selected resources both jointly for all selected Boards, as well as per each Board in the Subset.

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