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Setting up resources

Each person that will submit a timesheet or expense claim must be set up as a resource. To set up your resources and process their timesheets and expense claims, you must do the following:

1. Create resource records.

   Tip: You can also do this by importing employee records from Payroll.

2. Set up cost and charge rates for your resources.
3. Create a structure for your resources in a hierarchy.

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