Resource portfolio definition

The Definition screen opens the resource portfolio (team) record. It has three tabs:

Tab	Purpose
General	Portfolio identity (name, description, status, options)
Members	Portfolio sharing (Owner, Reader)
Resources	Team composition (attached users and generic resources)

Reached through the Definition / Members menu of a resource portfolio.

"General" tab

Configure your team's identity:

Name (required) — Label displayed in the selector and screen titles
Description — Free text describing the team and its business scope
Status — Portfolio state (active, dormant, archived)
Color — Identifier color of the team in consolidated views
Manager — Hierarchical team manager, used to route requests (timesheet validation, leave)

The Save button persists changes. The trash button permanently deletes the portfolio — without affecting the resources or projects.

Add or remove the resources composing the team:

FoxPlan users that already exist
Generic resources (vendors, pools, machines) created in Settings → Workspace → Member

For each added resource:

% allocation to the team — Share of total capacity dedicated to this team (useful when a person is shared across multiple teams)
Attachment period — Start date and (optional) end date of the attachment
Business role in the team — Architect, developer, project manager, etc.

A resource can belong to multiple resource portfolios, with percentages adding up to 100%.