How to Configure Agile Resource Categories

Introduction

This guide explains how to add, edit, or remove teams and skills used in Agile Resource Management. These categories help structure your planning and filtering across Agile projects.

Target Audience

Administrator

Prerequisites

Admin rights to access Administration >> Categories
Agile Resource Management installed and visible in the global menu

Steps to Configure Agile Resource Categories

Step 1: Open Categories

Go to Administration >> Categories
Scroll down to the section called Agile Resource Management

Step 2: Choose a Category Type

In this section, you will see two configurable types:

Agile Resource Management Team type
Skill

Step 3: Add, Edit, or Remove Entries

Click into either category
You can now:
- Add a new team type or skill
- Edit an existing entry
- Delete a category you no longer use

These values are used in filters and visual indicators throughout Agile Resource Management views.

🛈 Tip: Keep team and skill names short and descriptive for easier planning and filtering.

Conclusion

Using clear team types and skill labels in Agile Resource Management improves clarity during planning. These categories help users filter and organize workloads more effectively across multiple projects and teams.