Skip to main content
Planview Customer Success Center

Apply User Group Setting on Members

  

User Groups are a great way to sort users based on their department or location within your organization, and set the group calendar, timezone, language, etc. This page describes the way you apply the different settings to the group members.

Administrators can use the following options to apply user group settings:

 

  1. Go to the User Group module.
  2. Select a User Group and view its details.
  3. From the Group Property Card, define the timezone, calendar (Working hours, project availability, or holidays), language, direct manager, default profile, or landing page. 
  4. From the ribbon actions, open the Apply on Members drop-down menu.
  5. Select the relevant setting or apply all. 

    Applying these settings to the group members overrides their existing settings, except for those that are marked as manually set. Calendar settings are always overridden, except for Working Times if individual days have been manually set.

 

Setting Description
Timezone  
Calendar (Working hours, project availability, or holidays)  
Language  
Direct Manager

The Direct Manager can update and approve staffing requests, and assign resources to projects. You can have multiple Resource Managers per user group. They will be able to see only the groups of which they are defined as the Direct Manager.

Note that if you want different Users to act as the Resourcing Manager in the Capacity Planning module, you can define an additional Resourcing Manager on the Group. Learn more about using groups in the Capacity planning view

Default profile  
Landing page