Create and Manage Positions

Adding and Managing Positions for Resources

1. Navigate to Resources > Positions in the left-hand navigation menu to show a list of positions that have been set up in ShowMgr

   

   • To modify a position, click the Modify  icon
   • To add a new position, click the Add Position  button. Fill out the mandatory fields (denoted in red) as well as any other relevant fields. Note: for those positions that can be part of different position categories (e.g. consultant, full time employee), just add the position once and tick all of the check-boxes of the position categories you want the position to be assigned to. Click Submit to save
   • To delete a position, click the Delete  icon 
2. Resources can then be assigned to a position via the Manage Resources grid (see the following section)

Adding a Position to a Specific Resource

1. Navigate to Resources > Manage Resources to show a list of all of your Resources
2. Double-click the Resource that needs a new position

   

3. Select Positions from the individual's left-hand menu to load the Positions into the Grid

   

4. Select Modify Positions to edit the Resource's Positions. Options include: Add Position , Set Default Position , Modify Skill Position , Modify Rate Card Details , or Delete Skill 

Grouping Positions Together

If you are looking for a way to group multiple positions together so you can work with them as a set, you will need to create a Favorite for the group of positions. Setting the favorite up can be time-consuming, but once you create the favorite you can use them as a set on the resource grid, booking assignment, scheduling, etc.