---
alias: tutorials-howto-create-workgroup
description: "Create a Workgroup with Resources, Steps, or Areas to supply operational context to Workspaces in MES."
---

# How to: Create a Workgroup

### 1. Go to the Business Data menu.

![Screenshot showing the Business Data menu.](images/howto_workgroup01.png)

### 2. Select the Workgroup entity.

![Screenshot showing the Workgroup entity.](images/howto_workgroup02.png)

### 3. Select the New button.

![Screenshot showing the New button in the Workgroup entity.](images/howto_workgroup03.png)

### 4. Add the Workgroup information.

Enter a unique **Name** and, optionally, a **Description**. Leave **Resource Sort Rule Set** and **Material Sort Rule Set** unassigned unless you need a configured sorting rule.

![Screenshot showing the General Data tab of the Create Workgroup wizard.](images/howto_workgroup04.png)

### 5. Select Next to open Workgroup Elements.

![Screenshot showing the Workgroup Elements tab of the Create Workgroup wizard.](images/howto_workgroup05.png)

### 6. Add the required Resources, Steps, or Areas.

Use :material-plus: in the appropriate section to add the objects to the **Workgroup**.

=== "Resources"

    Add the **Resources** that belong to this **Workgroup**.

    ![Screenshot showing Baker-01 added as a Workgroup Resource.](images/howto_workgroup06.png)

=== "Steps"

    Add each **Step** with its associated **Facility**.

    ![Screenshot showing the Baking Step and Cookie Factory Facility added to the Workgroup.](images/howto_workgroup07.png)

=== "Areas"

    Add each **Area** and enable **Include Resources**, **Include Steps**, or both. At least one option must be enabled.

    ![Screenshot showing Cookie Manufacturing added as an Area with Include Resources and Include Steps enabled.](images/howto_workgroup08.png)

### 7. Select Create.

![Screenshot showing the Active Custom Workgroup 01 with Workspace scope.](images/howto_workgroup09.png)