Edit required resources for a particular group

1. From Sales, select Group sales.

2. Under Configuration, select Group sales settings.

3. Select the Capacity and Resources tab.

4. In the grid, select the group type to edit.

5. In the Resource Requirements grid, on the action bar, select Edit. The Edit required resources for a particular group screen opens.

6. In the Supplies/Equipment resources grid, edit the resources as needed. You can search for and select a new supply/equipment resource or remove an existing resource. To change the quantity of a resource, edit the Quantity needed field.

7. In the Staffing resources grid, edit staff resources as needed. You can select a new staff resource resource or remove an existing resource. You can also change the quantity needed. In the Filled by field, you can edit who can perform as the resource such as a volunteer, a staff member, or a board member.

8. For staffing resources, you can edit the job being performed or edit the Job Name and Description. For example, you need a volunteer to help when the group type is Elementary. For the job being performed, you select School Visit Chaperone.

Note: If you select a job being performed, the name and description default from the job type.

9. Select Save.