Create New Roster

1. Navigate to PowerRoster App > Rosters.

   

2. Select +New.

   

3. Fill in the required fields and Save.

   Field	Description
   *Name	Enter an appropriate Name for the Roster
   Account	Select Account from the lookup if needed. When adding an Account to a Roster, the Bookable Resource filter will automatically apply any Resource Preferences associated with the Account.
   *Start Date	Enter Start Date of the Roster
   End Date	Enter End Date of the Roster
   Territory	If you add an Account associated with a Territory, this field will be auto-populated. When a Territory is added to a Roster, the available Bookable Resources will automatically be filtered accordingly.
   *Owner	Default to the person creating the roster.
   *Time Zone	Select the time zone in which the roster operates. This setting will impact all shifts created for the roster. The default value is the time zone of the user who is creating the roster.
   Status Reason	Show the status of the Roster

Important

A Roster Period is created manually, if applicable. The Roster Period drives the roster, enabling you to control various behaviours and actions applied to the roster, such as locking the period within the roster once it is published, along with other features. For more details, refer to the Roster Periods section.